Financial Wellness Clinic

Description

Financial Wellness Clinic 

This session begins with a brief presentation on Access to Capital, providing an overview of funding options, what lenders are looking for, and how to position your business for approval. 

Following the presentation, attendees will participate in one-on-one coaching sessions with financial professionals who will review your current financial position, assess your readiness, and provide direct, practical feedback. 

You will leave the clinic with a clear plan of action to strengthen your financial profile and move forward with confidence. 

Come prepared with:

• Two years of business tax returns 
• Current interim financial statements 

This is a working session designed to help you take real steps toward funding readiness.