Share This Post

Nudge Nudge

Gentle Nudge from Jim Munchbach at BayRock Financial.

Do we need to meet to update your financial plan? Is it time for an investment review? Is there something on our To-Do List that needs attention? I’m available whenever you’re ready to meet. To grab a spot on my CalendarCLICK HERE! Login to your financial planCLICK HERE!

 

Make Your Money Count

Special -Limited- Hard Cover Edition of Make Your Money Count by Jim Munchbach, CFP® Professional. 

Make Your Money Count features The Blueprint for Financial Success™ and FREE Shipping.

Click Here to Buy Now, $24.95 Free Shipping

What Matters Most for Financial Advisors

Special, Limited, Hard Cover Edition of What Matters Most by Jim Munchbach, CFP® Professional. What Matters Most ships with one full size copy of The Blueprint for Financial Success™. FREE Shipping.

Click Here to Buy Now, $24.95

 

Special, Limited, Hard Cover Edition of Allied for Success by Jim Munchbach, Certified Financial Planner™ (comes with full sized Financial Planning Blueprint)

Allied for Success

A

Allied for Success features The Blueprint for Financial Success™ and FREE Shipping.

Click Here to Buy Now, $24.95 Free Shipping

Subscribe to Get Notified

Don't miss new episodes of The Salty Advisor Podcast.

IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. All content from MissionalMoney.com and SaltyAdvisors.com is provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. Neither Missional Money nor BayRock Financial, L.L.C. can assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

Recent Posts

Executive-Life-Coaching-Library

Executive Life Coaching Library

Executive Life Coaching Library for Women of Wealth, Business Leaders, and Financial Planning Professionals featuring the Doug Carter Summit and our 20 years of authentic community.

Read More »
Executive Life Coaching Podcast

Executive Life Coaching Podcast

Executive Life Coaching Podcast for Women of Wealth, Business Leaders, and Financial Planning Professionals because Financial planning should be about more than just charts, graphs, and sales material.

Read More »
Scroll to Top