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TAKE CHARGE: YOUR MONEY YOUR LEGACY YOUR LIFE

Issue No.1

Issue No.1

Issue No.1

UMT Coaching, LLC will help you uncover your unique strengths and talents, so you can achieve your goals and live your best life.

Issue No.2

Issue No.1

Issue No.1

Learn how to make lasting changes in your life with UMT Coaching, LLC's proven methods for building healthy habits and routines.

Issue No.3

Issue No.1

Issue No.3

Achieve a sense of harmony and purpose in your life by working with UMT Coaching, LLC to align your priorities and passions.

Issue No.4

Issue No.4

Issue No.3

Learn how to make lasting changes in your life with UMT Coaching, LLC's proven methods for building healthy habits and routines.

Issue No.5

Issue No.4

Issue No.5

Identify and break free from the negative thought patterns that are holding you back with UMT Coaching, LLC's expert guidance.

Issue No.6

Issue No.4

Issue No.5

Learn practical techniques for reducing stress and anxiety in your daily life with UMT Coaching, LLC's personalized coaching.

Issue No.7

Issue No.7

Issue No.7

Learn practical techniques for reducing stress and anxiety in your daily life with UMT Coaching, LLC's personalized coaching.

Issue No.8

Issue No.7

Issue No.7

UMT Coaching, LLC will help you uncover your unique strengths and talents, so you can achieve your goals and live your best life.

Issue No.9

Issue No.7

Issue No.10

UMT Coaching, LLC will help you uncover your unique strengths and talents, so you can achieve your goals and live your best life.

Issue No.10

Issue No.10

Issue No.10

UMT Coaching, LLC will help you uncover your unique strengths and talents, so you can achieve your goals and live your best life.

Issue No.11

Issue No.10

Issue No.11

UMT Coaching, LLC will help you uncover your unique strengths and talents, so you can achieve your goals and live your best life.

Issue No.12

Issue No.10

Issue No.11

UMT Coaching, LLC will help you uncover your unique strengths and talents, so you can achieve your goals and live your best life.

Issue No.13

UMT Coaching, LLC will help you uncover your unique strengths and talents, so you can achieve your goals and live your best life.

Issue No.14

Learn how to make lasting changes in your life with UMT Coaching, LLC's proven methods for building healthy habits and routines.

Company Leadership

JB, Founder & Strategic Coach

 Helping purpose-driven individuals build wealth across every dimension of life: spiritually, mentally, socially, physically, and financially.


With more than 15 years of experience guiding clients toward clarity, confidence, and impact, I specialize in coaching individuals and organizations to build lives and legacies that reflect intentional purpose, not default circumstance.


Armed with a Master’s in Organizational Leadership & Innovation with a Financial Management focus, and certified through the Fierce Coaching Program, I bring a rare blend of strategic insight and emotional intelligence. My coaching centers around five powerful pillars: connection, resilience, delegation, feedback, and accountability.


I work with clients to identify the life patterns they've aligned with, often unconsciously, and recalibrate those frameworks to better reflect their vision and values. Whether addressing smart money management, estate planning, life transitions, leadership development, or brand clarity, my forward-thinking, results-driven approach helps clients move from uncertainty to intentional action.


Through customized coaching, workshops, and digital solutions, I empower clients to create an authentic blueprint for success. Together, we establish clarity around whether they’re living a called life or one they’ve simply drifted into. 


Every interaction is guided by the principle that “iron sharpens iron”, because surrounding yourself with growth-minded people is the bedrock of transformation.


My goal: help you unlock the fullest version of yourself and build wealth—beyond finances—in every corner of your life.

UMT Coaching Packages

UMT Coaching Smart Next of Kin - (Workshop)

UMT Coaching Smart Next of Kin - (Clarity Package)

UMT Coaching Smart Next of Kin - (Clarity Package)

Empowering clients to take control of their future, ensuring their loved ones are protected and their estate is seamlessly managed.

UMT Coaching Smart Next of Kin Program


A simple, powerful solution built to give you clarity and confidence with your administrative estate planning. You’ll get:

  • 4-Hour In-Person Workshop
  • Lunch
  • Q&A with an Estate Attorney 
  • A detailed Welcome Video to      guide your journey 
  • A comprehensive Reference Guidebook 
  • An interactive Digital  Workbook with tools and detailed instructions for your loved ones to honor your wishes.
  • Email Support for 30 Days (within 30 days of the workshop)
  • Click here to view the REQUIRED equipment for the workshop

Ready to secure your legacy? 

PAY NOW

UMT Coaching Smart Next of Kin - (Clarity Package)

UMT Coaching Smart Next of Kin - (Clarity Package)

UMT Coaching Smart Next of Kin - (Clarity Package)

Empowering clients to take control of their future, ensuring their loved ones are protected and their estate is seamlessly managed.

UMT Coaching Smart Next of Kin Program


A simple, powerful solution built to give you clarity and confidence with your administrative estate planning. You’ll get:

  • A detailed Welcome Video to guide your journey   
  • A comprehensive Reference Guidebook   
  • An interactive Digital Workbook with tools and detailed instructions for your loved ones to honor your wishes.
  • Email Support for 30 Days (after purchase)

Ready to secure your legacy?

PAY NOW

UMT Coaching Smart Next of Kin - (Premier Package)

UMT Coaching Smart Next of Kin - (Clarity Package)

UMT Coaching Smart Next of Kin - (Premier Package)

Empowering clients to take control of their future, ensuring their loved ones are protected and their estate is seamlessly managed.

UMT Coaching Smart Next of Kin Program


A simple, powerful solution built to give you clarity and confidence with your administrative estate planning. You’ll get:

  • 1 Hour Virtual Session or 1 Hour In-Person Session (Estate Attorney Office or Senior Living Community)     

              ** depending on location

  • A detailed Welcome Video to guide your journey   
  • A comprehensive Reference Guidebook   
  • An interactive Digital Workbook with tools and detailed instructions for your loved ones to honor your wishes.
  • Email Support for 30 Days (after purchase)

Ready to secure your legacy? 

PAY NOW

UMT Coaching Smart Next of Kin - (VIP Package)

UMT Coaching Smart Next of Kin - (Accountability Partner)

UMT Coaching Smart Next of Kin - (Premier Package)

Empowering clients to take control of their future, ensuring their loved ones are protected and their estate is seamlessly managed.UMT Coaching Smart Next of Kin Program


A simple, powerful solution built to give you clarity and confidence with your administrative estate planning. You’ll get:

  • (3) 1-Hour In-Person Sessions (Estate Attorney Office or Senior Living Community)     

             ** depending on location

  • A detailed Welcome Video to guide your journey   
  • A comprehensive Reference Guidebook   
  • An interactive Digital Workbook with tools and detailed instructions for your loved ones to honor your wishes.
  • Email Support for 30 Days (after purchase)

Ready to secure your legacy?  

PAY NOW

UMT Coaching Smart Next of Kin - (Accountability Partner)

UMT Coaching Smart Next of Kin - (Accountability Partner)

UMT Coaching Smart Next of Kin - (Accountability Partner)

Past clients who want to be a part of our Accountability Community. Annual check-in to discuss life-changing events that may have affected your UMT Coaching Smart Next of Kin "estate planning blueprint". 

You’ll get:

  • 1-Hour Virtual "Dig Deeper" Coaching Session
  • Email Support for 14 Days (after purchase)

Ready to ensure your loved ones are protected? 

PAY NOW

UMT Coaching Smart Money Management - (Workshop)

UMT Coaching Smart Next of Kin - (Accountability Partner)

UMT Coaching Smart Next of Kin - (Accountability Partner)

If managing your money ever felt overwhelming, you’re not alone. That’s why we created the UMT Coaching Smart Money Management Program


A simple, powerful solution built to give you clarity and confidence with your finances. You’ll get:

  • 3-Hour In-Person Workshop
  • Lunch
  • A detailed Welcome Video to guide your journey   
  • A comprehensive Reference Guidebook   
  • An interactive Digital Workbook with tools like a Snowball Calculator, Savings Tracker, and Net Worth Dashboard
  • Email Support for 30 Days (within 30 days of the workshop)
  • Click here to view the REQUIRED equipment for the workshop

Ready to stop guessing and start growing? 

PAY NOW

UMT Coaching Smart Money Management - (Clarity Package)

UMT Coaching Smart Money Management - (Clarity Package)

UMT Coaching Smart Money Management - (Clarity Package)

If managing your money ever felt overwhelming, you’re not alone. That’s why we created the UMT Coaching Smart Money Management Program


A simple, powerful solution built to give you clarity and confidence with your finances. You’ll get:

  • A detailed Welcome Video to guide your journey   
  • A comprehensive Reference Guidebook   
  • An interactive Digital Workbook with tools like a Snowball Calculator, Savings Tracker, and Net Worth Dashboard
  • Email Support for 30 Days (after purchase)

Ready to stop guessing and start growing?  

PAY NOW

UMT Coaching Smart Money Management - (Premier Package)

UMT Coaching Smart Money Management - (Clarity Package)

UMT Coaching Smart Money Management - (Clarity Package)

If managing your money ever felt overwhelming, you’re not alone. That’s why we created the UMT Coaching Smart Money Management Program


A simple, powerful solution built to give you clarity and confidence with your finances. You’ll get:

  • (3) 1 Hour Virtual Coaching Sessions
  • A detailed Welcome Video to guide your journey   
  • A comprehensive Reference Guidebook   
  • An interactive Digital Workbook with tools like a Snowball Calculator, Savings Tracker, and Net Worth Dashboard
  • Email Support for 30 Days (after purchase)

Ready to stop guessing and start growing? 

PAY NOW

UMT Coaching Smart Money Management - (VIP Package)

UMT Coaching Smart Money Management - (Clarity Package)

UMT Coaching Smart Money Management - (Clarity Package)

If managing your money ever felt overwhelming, you’re not alone. That’s why we created the UMT Coaching Smart Money Management Program


A simple, powerful solution built to give you clarity and confidence with your finances. You’ll get:

  • 3-Hour In-Person Workshop
  • Lunch
  • A detailed Welcome Video to guide your journey   
  • A comprehensive Reference Guidebook   
  • An interactive Digital Workbook with tools like a Snowball Calculator, Savings Tracker, and Net Worth Dashboard
  • Email Support for 30 Days (within 30 days of the workshop)

Ready to stop guessing and start growing? 

PAY NOW

UMT Coaching Smart Money Management - (Clarity Package)

UMT Coaching Smart Money Management - (Clarity Package)

UMT Coaching Smart Money Management - (Clarity Package)

If managing your money ever felt overwhelming, you’re not alone. That’s why we created the UMT Coaching Smart Money Management Program


A simple, powerful solution built to give you clarity and confidence with your finances. You’ll get:


  • A detailed Welcome Video to guide your journey   
  • A comprehensive Reference Guidebook   
  • An interactive Digital Workbook with tools like a Snowball Calculator, Savings Tracker, and Net Worth Dashboard
  • Email Support for 30 Days (after purchase)

Ready to stop guessing and start growing?   

PAY NOW

UMT Coaching Smart Money Management - (Premier Package)

UMT Coaching Smart Money Management - (Clarity Package)

UMT Coaching Smart Money Management - (Premier Package)

If managing your money ever felt overwhelming, you’re not alone. That’s why we created the UMT Coaching Smart Money Management Program


A simple, powerful solution built to give you clarity and confidence with your finances. You’ll get:


  • 1-Hour Virtual Coaching Session
  • A detailed Welcome Video to guide your journey   
  • A comprehensive Reference Guidebook   
  • An interactive Digital Workbook with tools like a Snowball Calculator, Savings Tracker, and Net Worth Dashboard
  • Email Support for 30 Days (after purchase)

Ready to stop guessing and start growing?     

PAY NOW

UMT Coaching Smart Money Management - (VIP Package)

UMT Coaching Smart Money Management - (Clarity Package)

UMT Coaching Smart Money Management - (Premier Package)

If managing your money ever felt overwhelming, you’re not alone. That’s why we created the UMT Coaching Smart Money Management Program


A simple, powerful solution built to give you clarity and confidence with your finances. You’ll get:


  • (3) 1-Hour Virtual Coaching Sessions
  • A detailed Welcome Video to guide your journey   
  • A comprehensive Reference Guidebook   
  • An interactive Digital Workbook with tools like a Snowball Calculator, Savings Tracker, and Net Worth Dashboard
  • Email Support for 30 Days (after purchase)

Ready to stop guessing and start growing?          

PAY NOW

UMT Coaching Smart Money Management - (Accountability Partner)

UMT Coaching Smart Money Management - (Accountability Partner)

UMT Coaching Smart Money Management - (Accountability Partner)

Past clients who want to be a part of our Accountability Community. Annual check-in to discuss life-changing events that may have affected your UMT Coaching Smart Money Management "blueprint". 

You’ll get:


  • 1-Hour Virtual "Dig Deeper" Coaching Session
  • Email Support for 14 Days (after purchase)

Ready to see if "Life Be Lifing" Effected Your Plan? 

PAY NOW

UMT Coaching Smart Business & Brand Management (Virtual)

UMT Coaching Smart Money Management - (Accountability Partner)

UMT Coaching Smart Money Management - (Accountability Partner)

Empowering clients to take control of their future, follow their purpose in starting a business or nonprofit. UMT Coaching Smart Next Business and Brand Management


A simple, powerful solution built to give you clarity and confidence to execute against your purpose and "called life". You’ll get:


  • 2 Virtual Monthly Strategic Business Management Session (Building out your Company/Nonprofit Foundation) 
  • 1 Virtual Brand Management Session (Building out your Digital Blueprint)
  • Email and Text Support 

         ***Monthly Subscription Service

Ready to see What's Possible?

PAY NOW

UMT Coaching What's Possible?

UMT Coaching Smart Money Management - (Accountability Partner)

UMT Coaching What's Possible?

Invitation for connection. What are you up to? One Session - (1 Hour Virtual Session)

PAY NOW

Newsletters and Articles

ReMastering Your Inbox: The Ultimate Guide to Email Organization

Your Ultimate Time Management Guide: How to Conquer Decision Fatigue

Trailblazers in Business: Celebrating Women’s Impact and Leadership

In today’s fast-paced digital world, email is an essential mode of communication.

LEARN MORE

Trailblazers in Business: Celebrating Women’s Impact and Leadership

Your Ultimate Time Management Guide: How to Conquer Decision Fatigue

Trailblazers in Business: Celebrating Women’s Impact and Leadership

March is Women’s History Month — a time to honor the remarkable achievements and contributions of women throughout history. 

Learn More

UMT Coaching Celebrating 1 Year

Your Ultimate Time Management Guide: How to Conquer Decision Fatigue

Your Ultimate Time Management Guide: How to Conquer Decision Fatigue

As we celebrate the first anniversary of UMT Coaching, I am filled with immense gratitude and pride. 

LEARN MORE

Your Ultimate Time Management Guide: How to Conquer Decision Fatigue

Your Ultimate Time Management Guide: How to Conquer Decision Fatigue

Your Ultimate Time Management Guide: How to Conquer Decision Fatigue

Your Ultimate Time Management Guide: How to Conquer Decision Fatigue.


LEARN MORE

When More Isn’t Enough

5 Ways to Transition from Wealth to Worth: Embracing the ‘Too Old and Too Rich’ Mindset

UMT Coaching Celebra Beyond Material Possessions: True Wealthting 1 Year

According to the January 2022 U.S. Bureau of Labor Statistics (BLS), the average college graduate earns approximately $64,896 annually, while the average high school graduate earns around $38,792 annually.  

LEARN MORE

UMT Coaching Celebra Beyond Material Possessions: True Wealthting 1 Year

5 Ways to Transition from Wealth to Worth: Embracing the ‘Too Old and Too Rich’ Mindset

UMT Coaching Celebra Beyond Material Possessions: True Wealthting 1 Year

Henry David Thoreau’s timeless quote, “Wealth is the ability to fully experience life,” resonates deeply. 

LEARN MORE

Minimize Regrets and Maximize Your 401(k)

5 Ways to Transition from Wealth to Worth: Embracing the ‘Too Old and Too Rich’ Mindset

5 Ways to Transition from Wealth to Worth: Embracing the ‘Too Old and Too Rich’ Mindset

There are many reasons why people leave “money on the table”, lack of understanding, financial constraints, lifestyle inflation, fear, etc.  

LEARN MORE

5 Ways to Transition from Wealth to Worth: Embracing the ‘Too Old and Too Rich’ Mindset

5 Ways to Transition from Wealth to Worth: Embracing the ‘Too Old and Too Rich’ Mindset

5 Ways to Transition from Wealth to Worth: Embracing the ‘Too Old and Too Rich’ Mindset

As we journey through life’s various stages, our priorities and values naturally evolve. 

LEARN MORE

Unlocking the Magic of Credit Utilization: Maximize Your Score

Master Your Finances: Discover the Secrets to Financial Success in Conscious Uncoupling

Unlocking the Power: Maximizing Your Credit Card Benefits and Rewards

Your credit utilization ratio, also known as your debt-to-credit ratio, plays a pivotal role in determining your credit score. 

LEARN MORE

Unlocking the Power: Maximizing Your Credit Card Benefits and Rewards

Master Your Finances: Discover the Secrets to Financial Success in Conscious Uncoupling

Unlocking the Power: Maximizing Your Credit Card Benefits and Rewards

Credit cards are powerful financial tools that offer more than just a convenient way to make purchases. 

LEARN MORE

Master Your Finances: Discover the Secrets to Financial Success in Conscious Uncoupling

Master Your Finances: Discover the Secrets to Financial Success in Conscious Uncoupling

Master Your Finances: Discover the Secrets to Financial Success in Conscious Uncoupling



In her now-famous book, Conscious Uncoupling, Katherine Woodward Thomas defines the term as a 5-step process that helps you end your relationship with your partner in a way that honors, accepts and heals your heart and your life. 

LEARN MORE

Navigating the Emotional Toll: Can You Break Free from Financial Survivor’s Guilt?

Master Your Finances: Discover the Secrets to Financial Success in Conscious Uncoupling

Master Your Finances: Discover the Secrets to Financial Success in Conscious Uncoupling

Are you consistently rescuing family members from financial crisis?

LEARN MORE

Living the Double Life: How to Pursue Your Dreams and Excel in Your Career

Living the Double Life: How to Pursue Your Dreams and Excel in Your Career

Living the Double Life: How to Pursue Your Dreams and Excel in Your Career

Let me share the backstory of how UMT Coaching came to be and the invaluable lesson that ignited its inception. 

LEARN MORE

Empowering Women: Three Key Smart Money Management Tips

Living the Double Life: How to Pursue Your Dreams and Excel in Your Career

Living the Double Life: How to Pursue Your Dreams and Excel in Your Career

David Bach is a well-known American financial author, speaker, and financial expert. He is best known for his bestselling book called “Smart Women Finish Rich”.  

Learn More

UMT Coaching July 2025 Newsletter

Living the Double Life: How to Pursue Your Dreams and Excel in Your Career

UMT Coaching July 2025 Newsletter

New month, new moves! UMT Coaching July newsletter is packed with tools, updates, and inspiration to help you thrive this summer, professionally and financially.  

Learn More

Uplift - Motivate - Transform Series

TRANSFORMATION SERIES

Organizational Management & Design

 Ashburn Project Feature Wall 

Organizational Management & Design

 What sets us apart: UMT Coaching vs. other design companies? 

Organizational Management & Design

 Part Two Ashburn Project: The Foyer 

Organizational Management & Design

The Elevated Experience — Step into the ambiance of transformation. Moody Movie Theater experience. 

Upcoming Events

Smart Money Management

August 23, 2025

Legacy in Order

September 13, 2025

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