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About Us

Our Mission

Ur Y Financial Coaching is a radically different financial services firm committed to providing our customers with a positive experience in a client-centered, coaching environment. Let us assist you with the financial plan you need by introducing you to available options to create wealth. It works 100% of the time for the people who apply it.  


Client Experience  


  • We put your interests first - this is always at the core of what we do. 
  • We are serious about ethics - we have a fiduciary responsibility to our clients and it guides everything that we do. 
  • No sales quotas - we are not salespeople, we are educators and advisors. 
  • We take a holistic view of your finances, circumstances, needs, goals, values, and family before making recommendations.
  • We take a coaching role, clearly explaining your options and the expectations you should have when choosing them. 
  • Our fee structure is transparent, designed to provide on-going value, and declines automatically as asset values increase.  
  • We want you to call us, even if you are not sure we can help.  If you do, your matter will typically be addressed within 72 hours. 
  • Our recommendations are based on academic research and tested financial and investing principals.  

Services

  • Building Wealth
  • Retirement Planning 
  • Financial Analysis
  • Do it Yourself Credit Repair 
  • Business Startup 
  • Building Business Credit 
  • Increase Cashflow 
  • Eliminating Debt 
  • Minimizing Taxes
  • Life Insurance
  • Student Loan Debt     

Working Together

Once you have made the decision to change your financial situation, we will construct a personal financial plan for you and your family. We will continue to offer your financial counseling to keep you on track as needed to maintain your financial success. 

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We love our customers, so feel free to visit during normal business hours.

Ur Y Financial Coaching & Services, LLC

JAMESTOWN SQUARE OFFICE PARK 1345 Garner Ln, Columbia, South Carolina 29210, United States

(803) 848-0070

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