MoneyCapsules® is a strategy we use to help our clients make better money decisions.
In a program we developed, we were able to isolate 7 essential issues of wealth. By breaking down the complexities of the decision making process into small information capsules, we have found that our clients were able to make better money decisions with less stress.
We invite you to read our weekly blog MoneyCapsules.com to discover how this strategy can work for you!
Making money decisions has never been easy, especially for the affluent. Decisions which involve money, especially when family is involved, are often emotionally charged, and can be overwhelming!
Important decisions regarding:
- creating inflation adjusted life-time income
- managing the risk of long term care
- finding tax efficient ways to transfer wealth to your family, or charity.
- Effective Business succession planning
are all critical issues with a high price to pay, if they are handled incorrectly. A wrong decision may adversely affect your wealth over multiple generations.
We focus on 7 critical issues called MoneyCapsules®. This strategy was created by our president, Jaimie Blackman. We have found that clients who have used our process are able to more clearly articlulate their goals, reducing the risk of procrastination or impulsive decisions. As a result the solutions are client not product centric.
Introducing The 7 MoneyCapsules®
MoneyCapsules® 1: Cash
MoneyCapsules® 2: Grown/Long Term Investments
MoneyCapsules® 3: Guaranteed Income
MoneyCapsules® 4: Risk/ Managing the Unexpected
MoneyCapsules® 5: Short-Term Investments
MoneyCapsules® 6: Family & Giving
MoneyCapsules® 7: Integration/ Personal Values & Dreams
Together these 7 MoneyCapsules® address critical client concerns and allows us to develop a financial action plan to help achieve financial health and harmony between your money decisions and your personal life goals.