UGRU Financial Coaching Frequently Asked Questions
What is a Financial Coach?
Financial Coaches create positive and real financial changes in people’s lives by helping them:
- Stop the financial pain associated with budgeting and debt
- Prevent bad money decisions with good financial know-how
- Build good financial habits
- Find value in themselves
- Confidently set higher goals
- Find money they didn’t think they had
- Save money they didn’t think they could
- Address finances they feared discussing with others
Why is a Financial Coach important?
Traditional Financial Services is the least trusted of all professions in the USA. People are tired of:
- Blindly listening and getting burned
- They are tired of getting products pushed down their throat and…
- They are tired of over paying for a service that under delivers
Americans now know that products and performance have very little (10%) to do with what REALLY builds wealth. It’s the habits and behaviors that precede the decisions they make (the 90%) that TRULY builds wealth and Financial Coaching is exactly what’s needed to remedy the Great American Household Financial Crisis.
Why hire a Financial Coach?
Financial Coaches get paid for results not from selling a product. There are many alternatives to build the financial know-how and emotional capacity needed for financial freedom, but they pale in caparison to how a Financial Coach can set you up for success.
Going a different route leaves you learning trial by fire. And, unless you’re a professional student, that’s not the way you want to go about building REAL and lasting financial change.
What kind of coaching are we talking about?
There are two types of coaching we offer:
- Informational coaching
- Transformational coaching
Informational coaching is the knowledge you need so you can think critically for yourself for every part of your financial life.
Transformational coaching is intended to focus you on the answers and resources you need now, mastery of your mindset so you can put limiting money beliefs behind you and, gives you someone you can be accountable to until your new financial habits and behaviors are stable.
Will UGRU coaching work for me?
It works if you have any kind of income and have the desire for financial independence.
If you the world of personal finance is brand new to you, the courses are simple enough to follow with analogies and stories.
If you’re just beginning in finance and need a path to break out of the gate so you start to have a little financial wiggle room then this will work for you.
If you’re a typical family that owns a home, has some debt you contend with, maybe have had some frustration getting a straight answer for the direction you should go in, you’re gonna love our coaching because I’ve seen people work with me over a ten-year period of time while their income stayed relatively flat, but watched their net worth increase over $500,000 executing these strategies. That is financial independence on an average income.
Even if you think you have a handle on personal finance, I’ll say that I’ve had successful veteran financial advisors go through my coach training and they got something out of it. If they can, you can too.
What should I expect meeting with a financial coach?
Typically, you will work through a series of self-paced online courses at the same time you will receive personal attention each step of the way. The coursework covers every aspect of your finances, the goal of which is two-fold:
- Measurable results in every area of your finances and
- Empowerment to think critically in every facet of your finances.
Essentially, when we are finished, you will have much the same competency that the average financial advisor does… saving you tons of money on advisor fees, predatory selling, or bad financial decisions.
Do you offer courses and coaching to churches?
Yes we do! Please email us at firstname.lastname@example.org with your inquiry and we'll get back to you.
I own a company and would like this for my team, do you have bulk pricing?
We do. If more than 10 people from your company want to enroll, reach out to email@example.com and let us know how many people want to take the course and we’ll get pricing quoted for you.