WealthCare Training
Welcome to Munchbach Family Office. We provide WealthCare Training and Coaching for Investors, Families, and Financial Advisors.
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WealthCare Training
For Investors, Families, and Financial Advisors
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30 Days to Make Your Money Count
Course30 Days to Make Your Money Count is our FREE online course for DIY Investors and Small Business Owners, with full access to our Planning Portal, Financial Coaching, and much more. Create a compelling Financial Plan in 30 days with Jim Munchbach, CFP®
Enroll for freeFree
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Money Study Group
CourseMoney Study Group is an online self-study self-paced course designed to teach students how to become a millionaire by age 50. The course was developed at the Bauer College of Business at University of Houston and is in its 13th year of production.
$79.95
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Pre-Order Now Available!
Family Office Training
CourseFamily Office Training is an online self-study self-paced course designed to help investors and Advisors create a blueprint for coordinating the financial planning and investment management within a Family Office environment.
$1,250
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Pre-Order Now Available!
CPA Game Plan
CourseCPA GamePlan is a professional skills training course for CPA and CFP® Professionals who work as Family CEO's and coordinate financial planning efforts with allied professionals. The course features The Blueprint for Financial Success™
$500