Moneycapsules Careers in New York, NY

The seven MoneyCapsules® are a collection of tools that aid in financial decision making and that are taught by a trained wealth professional. These tools are used to write a Financial Game-Plan, a document that captures an individual’s unique perspective and promotes better money decisions. How does MoneyCapsules® work? MoneyCapsules® contextualizes information into seven tools, which are taught by Coaches in three simple steps: 1. ORGANIZE - Financial resources are organized into seven easy to understand words that represent the MoneyCapsules® tools: Cash-> Growth->Income->Risk->Time->Giving->Integration 2. UNDERSTAND - When priorities, perspectives, and available choices are fully understood, individuals are in a better position to discover the consequences of decisions before they are made. 3. DECIDE - When decisions are based on personal values, they are more authentic to what is really desired. Individuals can better communicate their perspectives with trusted advisor(s) as