Organize Your Financial Life Using MoneyCapsules
March 11th, 2010
| Tags: anxiety-levels, decision-making, explain-clearly, financial, handle-on-their, many-advisors, money, office, office-which, once-people, people-want, seen-it-first, their-financial, their-full
In the financial planning profession, many advisors focus on investment management. The focus is often so strongly on managing investments that all the other components of financial planning which people want and need are ignored. In today’s post I’d like to discuss MoneyCapsules, a process-oriented strategy devised by an advisor in my office which focuses on careful management of one’s entire financial life.
Continued here:
Organize Your Financial Life Using MoneyCapsules
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