Why are 80% of the financial planning recommendations never implemented?*    Poor Communication.

What is MoneyCapsules^®?

 Most people don’t know what they want until you show it to them. Steve Jobs

MoneyCapsules^® is a Values-Based Discovery System using simple words and visuals, to help Organize and Understand all asects of financial life, pre-requisites for making better money decisions.

Why use MoneyCapsules^®?

 If I asked people to tell me what they wanted they would have asked for a faster horse. Henry Ford

 The complexity of the financial landscape makes it nearly impossible for clients to ask the right questions to trusted advisers and by default abdicate critical decisions to professionals. Financial decisions based on incomplete information are potentially catastrophic and may include:

•   Outliving retirement income
•  Inability to pay daily expenses
•  A loss in standard of living
• Erosion of wealth transfer

How does MoneyCapsules^®  work?

 Our unique 3 step process is taught during personalized meetings where we help you:

• Organize -your financial life & priorities
• Understand-  the  imbalances & unintended financial consequences
• Decide- by applying your perspective to world class best practices, getting your financial health back on track

 

How the program is delivered

The MoneyCapsules® Values-Based Discovery System is offered as an educational service by select Financial Professionals. Contact us for further details.

MoneyCapsules®
 14 E. 60 Street
Suite 402
New York, NY, 10022
jb@moneycapsules.com
212-829-0265

Jaimie M. Blackman, MS, CWS®

Founder

 Jaimie Blackman’s twenty five years of work experience span the fields of business consulting, wealth management, and financial education. He holds an MS in Education, a Certificate in Financial Planning, and is a Certified Wealth Strategist® practitioner.

Jaimie is Founder of MoneyCapsules® a process offering a simple way for Financial Advisers & Clients to communicate and make better decisions.

*Klontz/Kahler -Facilitating Financial Health

Copyright © 2011 Media Solutions Corporation 2011

MoneyCapsules® is a registered trademark of Media Solutions Corporation 2012

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