Funding Strategy & Planning
Providing personalized funding strategies by assessing a client’s financial position and recommending the best combination of funding sources for both short- and long-term success.
At Gilmores Business Consulting, we believe funding without a plan is just a short-term fix. That’s why we offer strategic, one-on-one Funding Strategy & Planning services to help individuals and businesses not only secure funding—but use it wisely.
What This Service Includes:
✅ Personalized Financial Assessments
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We start by evaluating your personal or business financial health—credit, income, existing debt, and future goals—to understand where you stand and where you want to go.
✅ Tailored Funding Roadmaps
Based on your assessment, we design a strategic plan that outlines the most effective funding options, when to apply, and how to maximize your approval odds.
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Loan vs. credit line analysis
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Debt payoff strategies
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Credit improvement plans
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Cash flow forecasting
✅ Funding Timeline Planning
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We help you think ahead—not just for now, but 6 to 12 months down the line. We map out when and how to apply for funding as your credit and financials improve.
✅ Ongoing Strategy Support
Our relationship doesn’t end at approval. We offer ongoing guidance to help you stay on track, manage your funding properly, and avoid costly mistakes.
Funding Strategy & Planning
Who this is for:
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Clients who feel “stuck” or unsure where to begin
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Entrepreneurs launching or restructuring a business
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Anyone looking to take a more strategic approach to credit, debt, and funding
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Individuals preparing for large financial moves (homeownership, business acquisition, etc.)
Why Work With Gilmores:
✔️ No cookie-cutter advice
✔️ Hands-on planning with a real expert
✔️ Focused on long-term financial success
✔️ Friendly, judgment-free guidance