Sound Financial Decisions™ powered by MoneyCapsules®

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Sound Financial Decisions

At BH Wealth, we recognize that making financial decisions may be difficult, and is often emotionally charged. That’s why  Sound Financial Decisions™ , powered by MoneyCapsules®, is an educational program, designed for individuals or as part of an employee financial wellness program. MoneyCapsules® is a communication tool for developing a personal values-based understanding of your financial health & wealth. We will  guide you through our process in three easy steps:

 

 

 

Organize

your financial life.

Understand

what’s working with your values or not.

Decide

by knowing which choices will help you.

How it Works


Is your portfolio in tune with you? Discover your risk number.

Answer a few simple questions and Jaimie can help you identify your risk tolerance as the first step to understanding your financial objectives. Click the button below to get started.