What Does an UGRU Opportunity Cost in 2020?

Cash Required:$10,000
Net Worth Required:$25,000 - $1,999
Total Investment:$1,999 - $4,800

UGRU Details

Total Units:5
Year Founded:2011
Franchising Since:2017
Home Office: Holly Springs, NC
Cloud Awards Finalist 2016-17
Franchise Q & A

Financial Coach Career Path

Financial Coaching is more than a career, it’s more than being financially secure…it’s an opportunity for healing the Great American Household Financial Crisis.

During the 12 week UGRU Coach training program you will learn:

  • How to master coaching engagement
  • How to convey complex financial matters in a simple way
  • How to run your coaching business from A-Z

What Is A Financial Coach?

  • Educates clients on the basics of personal finance.
  • As a team, creates a spending plan that reflects the values and goals of the client.
  • Empowers clients to take responsibility for their decisions.
  • Supports the client’s continual learning and growth and
  • Serves as an accountability partner throughout the process.

People now know that:

  • Investment products and their performance have little impact on wealth building (10%).
  • Habits and behaviors make up the other 90% that builds wealth.


  • 75% of Americans stress about money
  • And only 1/3 of Americans maintain a household budget.

But, few know:

  • Where to go for guidance on the 90% that actually builds wealth,
  • How to synthesize the abundant knowledge available to them and
  • How to bridge the gap from poverty to prosperity.

Why Would Someone Hire A Financial Coach?

Financial Coaches get paid for results not from selling a financial product. There are many alternatives to build the financial know-how and emotional capacity needed for financial freedom, but they pale in comparison to how a Financial Coach can set a person up for success. Financial coaching helps to:

  • Stop the financial pain associated with budgeting and debt
  • Prevent bad money decisions with good financial know-how
  • Focused on a plan to get out and stay out of debt
  • Build good financial habits
  • Confidently set higher goals
  • Find money they didn’t think they had
  • Save money they didn’t think they could
  • Set up an emergency fund
  • Address finances they feared discussing with others
  • Find value in themselves

UGRU Coach Training

UGRU Coaching programs are powerful, unique and results oriented. UGRU Coaches are trained to deliver these programs through an intense curriculum covering three areas of mastery: Coaching Mastery, Financial Mastery & Business Mastery.

As a member of the UGRU Coaching network you will enjoy:

  • Done for you Sales and Marketing Materials
  • Done for you Stories, analogies and coaching tips and techniques
  • Mentor Coach access to help with your first clients
  • Done for you schedule and curriculum
  • Amazing proprietary technology to run your business with
  • A coaching network that can drive new business to you
  • Done for you website for your store front.

Is A career As A Financial Coach Right For You?

  • Are money savvy and already helping people.
  • Are already in Financial Services and want to add coaching as part of your service offering.
  • Are already a life/business coach and want to improve your skills in the personal finance side for your clients.
  • Do you work in Corporate America but have a passion for helping people manage their money?

Think you’re not qualified? Think again.
We all have our own positive and negative financial experiences to draw on. If you harness those lessons, have ambition for success and have a passion to help others, we have the rest covered!

Next Steps?

Interested in learning more? Fill out the form today!

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To get more information on UGRU

Please call Ken Gulliver directly at (888) 742-0033.

Please Note:

UGRU is currently accepting inquiries from the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Washington, D.C., West Virginia, Wisconsin, Wyoming.

Interested parties should have at least $10,000 in liquid capital to invest.

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