Money Study Group
Tax Planning for Millennials who want Independent Fee-Based Financial Advice
Tax Planning, Investment Management, and Financial Coaching
Tax Planning and Financial Coaching bsed on your vision, values, and purpose. Custom built for your life.
- Success,
- Significance, and
- Satisfaction
Money Study Group
Tax Planning, Investment Management, and Online Financial Coaching
WHY MILLENNIAL WEALTHCARE?
Because, The future won't look like the past
Tax Planning, Wealth Management, and Online Financial Coaching designed by Millennials for Millennials, Boomer Families and Business Owners.
- You Talk.
- We Listen.
About Millennial WealthCare
Online Financial Coaching for Millennials and Business Owners
Money Study Group is based in Houston, Texas
delivered Online and In Person.
Tax Planning
INDEPENDENT FIDUCIARY ADVICE
Money Study Group offers fee-only financial planning and coaching.
We’ve signed a fiduciary oath to act in the best interest of our clients.
We eliminate conflicts of interest by not selling commission-based products of any kind.
Investment Management
NO ACCOUNT MINIMUMS
Many financial advisors require a minimum account value before they’ll accept a client making it difficult for young professionals to receive financial advice.
Money Study Group brings financial planning to everyone.
Start by taking our 5 Minute Risk Survey.
Financial Coaching
FEE TRANSPARENCY
Fees shouldn’t be kept in the dark when paying for financial advice.
You’ll always know what you’ll pay prior to committing to work with us.
Work with a coach to design Smarter Strategies and Better Results - starting with transparent fees for the services you need.
Money Study Group is now in iTunes, Stitcher Radio, Spotify, Amazon Music, Google Podcasts, and Everywhere #Podcasts are played. Money Study Group is delivered online at the Bauer College of Business at University of Houston – for serious students of #PersonalFinance
Jim Munchbach
Connie Munchbach
our work inspires Success, Significance, and Satisfaction
The Faces Behind Money Study Group
Meet Our Partners
They Make Us Better
Our corporate partners provide the backbone of our customer services and the technology we need to deliver Smarter Strategies and Better Results.
Do You Want To Build a Better Financial Future?
Click on our Calendar Link and Meet a Certified Financial Planner™ Professional - Your Financial Coach.
Money Study Group Online Course
Pay Less Tax, Save More Money, Build a Better Retirement
Money Study Group for Serious Srtudents of Personal Finance
- 12 Week Course
- 100% Online
- Mobile App