Your journey
to financial health.

Think the system is stacked against you? So do we. But, there’s IS hope for your money.

Your journey
to financial health.

Think the system is stacked against you? So do we. But, there’s HOPE for your money.

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Cut $200 in your monthly spending

Get one-on-one financial coaching

Unlock your credit potential

Get to know

Umbrella Financial

Budgeting

Earn Extra Income

Financial Coaching

Become a Coach

We believe

Everyone deserves
financial health

Assess where you
are

Get in touch
with your goals

Improve over time

We believe

Everyone deserves financial health

Assess where you are

Get in touch with your goals

Improve over time

WATCH VIDEO

AMERICA IS IN CRISIS,

but we believe in a
better tomorrow.
Did you know…

78% of Americans are living paycheck to paycheck just to cover bills, rent, and basic living expenses

37% of Americans are unable to cover an unexpected $400 expense without borrowing money
The Forbes 400 richest Americans own more wealth than ALL Black households combined

GET TO KNOW

Umbrella Financial

We’ve helped 1000s of Americans build a financial plan that has helped them save more,
eliminate debt, and feel confident about their future.

Jimmy Stevens

I started with UIG about six years ago as an independent contractor, and since that time, I have been able to secure a comfortable and consistent living utilizing their platform and offering their services. I’ve also been able to help a lot of people along the way do the exact same things I did-utilizing their services. So if you are an entrepreneur or you are a business owner looking to expand your business, then teaming up with you is absolutely a no-brainer. It changed my life and it could change yours as well.

Cherrelle Jones

I’ve been with Umbrella since 2017. I started as a regular tax preparer, and since then I’ve grown. I’m now a coach. I teach people how to, not only provide for themselves, but to help other families as well. Being with Umbrella has been a huge success for me, and I’ve been able to earn tremendous amounts of money that I have never earned in my life, and I look forward to many, many more years with Umbrella Financial.
Marnita Wright

Overall as a single mother, I’m able to pick my own schedule. I have grown as an entrepreneur, and I really do appreciate Umbrella Financial for putting things in place for me to be able to market and maneuver in this tax industry to making six to seven figures.

Who should use Umbrella?

For Employers

Are you an employer interested in offering Umbrella services as a financial wellness benefit for your employees? Learn how you can reduce employee stress around finance and improve productivity with sophisticated, modern financial planning and coaching.

For Earners

When you refer Umbrella Financial, you gain full access to our financial solutions AND you can earn money as a remote side-hustle.

For Individuals

There is Hope for your money! Access our easy to use online tools for fast, personalized financial help today.

Partners

Join our Partner program to earn your financial coaching license, and explore our franchise opportunities.

Start planning your financial future today.