What Matters Most for Financial Advisors

What Matters Most for Financial Advisors is part of our Missional Money Community Bundle for $24.95 per month. Get full access to our Premium Planning Portal, Online Courses, a copy of What Matters Most, The Blueprint, and much, much more. Join Us

    1. What Matters Most for Financial Advisors Outline

    2. The One Nonnegotiable

    3. Video: Trust is What Matters Most

    4. The Emotional Nature of Money

    5. Video: The Emotional Nature of Money

    1. The Blueprint for Financial Success

    2. Financial Planning Gap Analysis

    3. Financial Planning Process

    4. Retirement Planning

    5. Risk Management

    6. Education Planning

    7. Estate Planning

    8. Tax Planning

    9. Investment Planning

    10. Cash Flow Planning

    1. Video: Make Your Money Count

    2. Everybody all the Time - who needs Financial Planning

    1. What is an Independent Fiduciary Advisor

    1. Video: Opening Story

    2. Video: Everybody All the Time - who needs Financial Planning

    3. Video: Connecting the Dots

    1. Linking Accounts with Open Banking

About this course

  • Free
  • 22 lessons
  • 0.5 hours of video content

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Course Creator and Instructor

Meet Jim Munchbach, CFP®, CPCU®, CLU®, ChFC®

Certified Financial Planner™ Jim Munchbach

Hi, I'm Jim Munchbach, CFP® Professional. I've been teaching Personal Finance at the Bauer College of Business at University of Houston for over a decade. Missional Money Financial Planning is based on the principles and process outlined in my books: Make Your Money Count, What Matters Most, and Allied for Success. The course features The Blueprint for Financial Success™.

$24.95 Introductory Offer for Financial Advisors

Join Us now and get What Matters Most for Financial Advisors with our Introductory Offer

  • The Blueprint

    The Blueprint for Financial Success™ is a comprehensive framework guiding you through every stage of your clients’ financial journey. Included in your membership is exclusive training for Financial Advisors who want to master The Blueprint for Financial Success™.

  • What Matters Most

    When you subscribe to become a member of our Missional Money community, we will mail you special, limited edition, hard cover copy of What Matters Most along with a full size copy of The Blueprint for Financial Success™.

  • Lock In $24.95 for Life

    For a limited time, our membership is available at an introductory price of $24.95 per month. Don't miss this opportunity to invest in yourself and your financial future. By becoming a Missional Money Member now, as we launch, you will lock in our introductory pricing for life. No Contracts, cancel anytime.