Become a Coach – Monthly

$24.95 / month with a 21-day free trial and a $399.95 sign-up fee



  • Financial Coaching Portal / Back Office
  • Distributor HOPE / UIG Launch
  • Savology User Account (includes 21 Day Trial Financial Coaching Membership)
  • $20/month Discount on Financial Coaching Membership
  • Umbrella Cashback Rewards Bank Account
  • Support Center
  • Weekly Newsletter
  • Associate Perks
  • Contests and Incentives

Tools To Grow Your Business

  • Personalized Professional Website
  • Personalized Affiliate Links
  • UIG Marketing Suite Lead/Contact Management System/ Funnels
  • Branded Professional Communications
  • Professional Web-based Tax Software ($50)
  • Tax Office Management Software / MyTax Butler

Certification & Training

  • Financial Coach Certification: Certified Personal Financial Wellness Consultant Training
  • Professional Tax Preparer Certification & Training


Jimmy S. – Aug 10, 2022 ★★★★★
“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 J. – Aug 4, 2022 ★★★★★
“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 W. – July 22, 2022 ★★★★★
“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.”


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