About Us

The Office for Financial Success – a service of the MU Department of Personal Financial Planning and College of Human Environmental Sciences – is dedicated to improving the financial lives of individuals. The Office provides one-on-one counseling sessions (by appointment) as well as group workshops and seminars.

Topics for both workshops and individual sessions range from financial problem areas (i.e., credit, debt management, budgeting, etc.) to productive areas of personal finance (i.e., investing, insurance, employee benefits, etc.). Individual sessions and workshops typically last an hour. Depending on the needs of the individual or group, this can be modified.

The OFS MISSION is accomplished by meeting the following:

  • Nonbiased financial information (no products sold/promoted)
  • Educational approach to personal finance (providing options)
  • Trained, skilled counselors
  • Affordable services

 

Profile photo of Jim Green

Jim Green, DBA, CFP®

Director