What is a Financial Plan?What is a financial plan - to you? That's a question I've been asking in my Personal Finance class at the Bauer College of Business at University of Houston. Long before I started teaching Personal Finance on a college campus, I learned that the definition of a financial plan is different from one person to the next. Season Two: What is a Financial Plan. Over the course of this semester at UH and also in Season Two of the Missional Money Podcast, I'll be unpacking the essential elements of financial planning while answering the question WHAT IS A FINANCIAL PLAN. I hope you'll join me.Let's Make Your Plan!

As a Certified Financial Planner™ Professional, I've learned a thing or two about financial planning.

Money Study Group is an online self-study self-paced course designed to teach students how to become a millionaire by age 50. The course was developed at the Bauer College of Business at University of Houston and is in its 13th year of production. Enroll in Money Study Group for a one-time fee of $75.95

After enrolling in Money Study Group, there is no cost for you to create, update, and manage your financial plan using our favorite planning tool; RightCapital is our premium planning software brought to you by BayRock.

BayRock Purpose Statement

BayRock is dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose. 

How it Works

• Subscribe to our Podcast in iTunes and everywhere Podcasts are played
• Enroll in Money Study Group Online
• Update Your Plan using this link.

Get started tracking your financial progress today, I'll be able to see monitor your activity from my dashboard.