The Financial Coaching Process with Jim Munchbach

Welcome to my Financial Coaching Page. The fact that you are here means that you have requested a free financial coaching session with me. Congratulations on being serious about getting financial coaching! This page will help you prepare for our first coaching session.

The three easy steps below are designed to help you make the most out of our time together. 

Step 1
Please take some time to review my book (the introduction, Chapter 3 – Powered by Purpose, and Chapter 4 – The Blueprint for Financial Success). Each of these sections is available online ( FREE ) by clicking on this link: Make Your Money Count.

Step 2
Download your free copy of The Blueprint for Financial Success – before our meeting. The Blueprint helps you create a financial snapshot, including your current net worth.  During our first meeting, we’ll begin using The Blueprint to help you create an action plan to Make Your Money Count! Here’s the link to the Blueprint for Financial Success

Step 3
Contact me once you’re ready to schedule your free Financial Coaching session. You can call me or text my cell at (281) 728-8691 or you can email me at Jmunchbach@gmail.com . You can also reach me at Facebook, Twitter, and Linkedin.

What to Bring to Your Coaching Session

Depending on your financial situation and your goals for financial coaching, you’ll want to consider bringing some of your financial information to the first meeting. Below is a list of suggested items to bring, based on meetings I’ve held with other clients:

• Your copy of “The Blueprint for Financial Success”
• Your most recent financial plan, Estate Plan, or Will
• A current copy of your investment statements
• The most recent 2 or 3 years of Tax Returns
• Insurance Contracts (Cash Value Life, Long-Term Care, Annuities, etc.)
• Pension Documents (the form that outlines your payout options, etc.)
• Other financial documents that relate to your most important financial life goals

What you bring to the first meeting is entirely up to you. However, if you have been thinking about seeking financial counsel on an important issue – and you have a financial document that relates to the issue – it may help to bring the document to the appointment.

On the other hand, please don’t be like one of my earlier clients…