The Make Your Money Count Store

*ALL ONLINE ORDERS INCLUDE FREE SHIPPING IN THE U.S.

Make Your Money Count

Connecting your resources to what matters most.

With compelling stories and a practical “blueprint” Make Your Money Count will motivate you create a plan to manage your money with fresh vision and purpose. Our financial workshops use the chapters and discussion questions in Make Your Money Count as a basis for learning and growing.

Allied for Success

Creating a synergy of specialists to fulfill our clients’ dreams.

Recently published by FPA Press, this book addresses the benefits, processes, and barriers to building professional relationships with allied professionals for more effective client service. Alliances with allied professionals offer financial planners amazing opportunities for growth, encouragement, and referrals, and this book will give you the tools to create them. If you’re a CFP® professional in the Houston area and you’re interested in leading a financial workshop in your community, contact Jim today – when you meet, he’ll give you a free copy of Allied for Success. Contact Us today!

What Matters Most

Build a purpose-centered alliance with your clients to fulfill their dreams – and yours, too!

Written for Insurance and Financial Advisors, What Matters Most delivers the strategic thinking and tactical detail necessary to achieve success and satisfaction for you and your clients. The book guides professionals and their teams through the process of building clear, compelling strategies for clients using the Blueprint for Financial Success.

Jim Munchbach

Make Your Money Count Author and Financial Webinar/Workshop Leader

"Our resources focus on a powerful tool – The Blueprint for Financial Success. My hope is that we can help you take the next step in your journey to financial freedom and that your journey will be filled with purpose and contentment.”

Connect With Us!