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Learn more about our Blueprint process.

Grace House was Built by Love

Grace House of San Antonio will receive all profits from book sales at FamilyWealthBuilder.com.

If you’re interested in our process and the principles that guide Family Wealth Builder, consider investing $25 in one of our resources today.

100 % of revenue from all book sales from FamilyWealthBuilder.com go to Grace House (a beautiful ministry for ladies in trouble) located in San Antonio, Texas.


Help Support Grace House Jim MunchbachLearn more about Grace House (Click Here)

Your $25 (non tax-deductible) investment includes:

  1. Make Your Money Count – Or,
  2. What Matters Most – Or,
  3. Allied for Success – Or

Buy two and get one free when you invest $50


Family Wealth Builder offers Fee-Only financial planning and coaching services for individuals, families, and business owners regardless of Net Worth.

Our monthly subscription plans are designed to fit any budget starting at only $250 (No contract required).

Every client engagement begins with a customized Family Wealth Blueprint which is specifically designed to deliver more clarity, confidence, and contentment than traditional planning.

Thank you for supporting Grace House!

What Leaders are saying about Make Your Money Count

Connecting Your Resources to What Matters Most 

Jesus said…

…that our spiritual vitality can be choked out by the “weeds” of worrying about having more possessions, the deceptive lure of getting more money, and having our hearts focused on the wrong things. In Make Your Money Count, Jim Munchbach helps us pull the weeds from our hearts and replace them with a clear, compelling purpose. When we have a strong sense of direction, we’ll be motivated to connect everything in our lives – including our finances – to what matters most.

This book is for:

  • Those who are “buried in debt” but continue to spend even though they’re consumed with anxiety about money,
  • Those who live “barely above water” and are always “one paycheck from disaster,”,
  • Those who have “bucks in the bank” but are still worried about their finances, and
  • Those whose lives are full of purpose and contentment and who connect their resources to what matters most.

With gripping and heart-warming stories, Jim helps each of the first three types of people take courageous steps to become people who are full of purpose and contentment.

We long to make sense of our finances, but many of us don’t know where to turn for help. In this book, Jim puts the pieces together so that we clearly understand…

  • the necessity of having a clear, compelling purpose in life,
  • ways you can connect all of our resources to our purpose,
  • how to write a strategic and simple “Blueprint for Financial Success,
  • ways we can maximize our savings and investments, and
  • a strategy for passing principles of good financial management to our children.

What Matters Most

Building a Purpose-Centered Alliance to Fulfill Your Clients’ Dreams – and Yours, too!

What Matters Most contains clear principles about building relationships with clients based on trust. Jim calls this kind of relationship a “purpose-centered alliance” because it focuses on the hopes and dreams of the client.

This book is for:

  • Insurance professionals (with securities licenses) who want to serve their clients more effectively by focusing on each person’s individual purpose.
  • Unlicensed team members who can plan a vital role in building trust with clients, and
  • Brokers, accountants, tax preparers, and anyone else who serves in the financial services arena.

Jim wrote: “My hope is that reading this book and implementing the principles and skills will revolutionize your life and your business. I hope it changes the way you think, how you are motivated, and what you do with clients. When this happens, you’ll come to work each day knowing you make a difference in people’s lives and you are incredibly relevant.”

Sacred Trust

Our most precious resource is the relationships we have with our clients and their families – not our products, not our strategies, not our sales techniques. When people commit their lives, their trust, and their money into our hands, they are giving us a sacred trust. We value them as individuals and treat them with respect, integrity, and care. That’s a “purpose-centered alliance.” Like an arch’s keystone that provides stability to all the other stones, this kind of relationship gives structure and direction to everything we do.

When people are convinced that we care about their goals, hopes, and dreams, they will trust us with more of their assets. Then we’ll have the privilege of fulfilling their dreams – and ours, too.

Allied for Success by Jim Munchbach

Allied for Success

Creating a Synergy of Specialists to Fulfill Our Clients’ Dreams

The problem: Financial Advisors spend way too much time, talent, and energy selling products and services and not near enough time serving people.The solution, I believe, is for financial planners to take initiative to form informal strategic alliances in our communities and equip each professional to build trust relationships with their clients. Financial planners have the skills, insights, and knowledge to transform financial sales professionals’ business philosophies from sales to trust.

This book is for:

  • Certified Financial Planner™ professionals who want to grow their business
  • Insurance professionals (with securities licenses) who want to serve their clients more effectively by focusing on each person’s individual purpose.
  • Unlicensed team members who can plan a vital role in building trust with clients, and
  • Brokers, accountants, tax preparers, and anyone else who serves in the financial services arena.

I’ve had the opportunity to see the industry from both sides, as a successful but frustrated Financial Sales Professional  at Morgan Stanley,  and as an independent RIA (Registered Investment Advisor) in Houston, Texas. I wrote Allied for Success  because I want to encourage financial planners to recognize our amazing opportunity to equip Financial Advisors to build strategic alliances with one another. When this happens, each member of the alliance serves clients more effectively, each business grows, and everybody wins. I know. I’ve been building my own strategic alliances for years, and I have come to believe its the best way to grow a successful business.

More About Allied for Success…

In this book, we’ll address the benefits, processes, and barriers to building these strategic alliances. When these relationships are built, suspicions and jealousies melt away, and your alliance works beautifully. It’s rewarding to refer clients to other professionals you trust, and it’s fulfilling to hear clients call back to thank you for connecting them to another professional who met their specific need.