Why Hire a Houston CFP®
As a Houston CFP®, Jim Munchbach helps individual investors, families, and business owners manage the risk and opportunities of everyday life, recover from the unexpected, and realize their highest purpose.
Certified Financial Planner™ Process
Although many professionals call themselves “financial planners,” only Certified Financial Planner™ professionals have completed extensive training and are held to the highest ethical and educational standards.
#BuildOnPurpose with a Houston CFP®
Jim believes every family deserves a quality financial plan – and every plan starts with a Blueprint. The Blueprint for Financial Success is our proprietary planning tool and it is also the way we train our Financial Advisors to help clients connect their financial decisions with their life purpose.