Assignment
The Blueprint for Financial Success
The Blueprint for Financial Success Assignment is designed to help you prepare for your Capstone Assignment in Money Study Group.
11/08/2022
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Welcome to Missional Money
Assignment
Capstone Help Wanted
Before sending me an email and BEFORE booking a one-on-one Zoom meeting with me to get help on your Capstone Assignment, please review this post and follow the instructions below.
11/01/2022
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10/27/2022
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Financial Training
Money Study Group
Money Study Group is an online self-study self-paced course designed to help students create a compelling financial plan while learning how to become a millionaire by age 50.
10/26/2022
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Financial Coaching
Financial Coaching for DIY Investors
Online Financial Coaching is a powerful process designed to help you create a customized financial plan to manage the risk and opportunity of everyday life, recover from the unexpected, and realize your highest purpose.
10/26/2022
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Assignment
CFP Event for UH Students November 4, 2022
Attend this free event, you can learn more about careers in financial planning, scholarships, and CFP® certification – and earn 25 points extra credit in Personal Finance at the Bauer College of Business at University of Houston.
10/25/2022
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Assignment
Homeowners Insurance Premium How to Make Edits
When you add yoyur Homeowners Insurance Premium to your plan, you need to make edits in the Property Data Card, Watch this video to see How to Make Edits to Homeowners Premium in RightCapital.
10/20/2022
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Assignment
Investment Strategies Notebook
4 Investment Strategies for investors who want to Maximize Returns and Minimize Risk over time, PLUS The Perfect Investment
10/18/2022
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Assignment
Adding Home and Auto Insurance to Your Plan
When adding home and auto insurance to your financial plan, its important to pay attention to each field in the “Data Cards” so that your plan reflects the coverages and deductibles you selected for your car and your home.
10/17/2022
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Financial Coaching
Recession-Proofing Strategies
Recession-Proofing Strategies for Your Retirement… Whatever the future holds, a little planning goes a long way. When you’re ready to talk about your financial future – we’re ready to listen.
10/14/2022
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