Finale: The Sound of Money
We come to the conclusion that money is so central in our lives because it now embodies most clearly the central problem of man’s life on earth—the dominance of the principle of personal gain. The great teachers of the world have always spoken of this as man’s main weakness. The ancient and timeless doctrines tell us that we human beings are meant to serve something greater than ourselves—in that alone consists our happiness and our well-‐ being on earth and beyond the earth.
Jacob Needleman, Money And The Meaning of Life
Money is a complex subject. Sometimes we love it. Sometimes we hate it. Money can be joyful, or money can be painful, depending on our relationship with it. I created MoneyCapsules® in
2009 as a communication tool for developing a values-‐based dialogue between my clients and myself. It promotes positive more effective money conversations while helping to improve my clients’ relationship with money. Today, MoneyCapsules® is a tool which fuels all my work as financial advisor, educator, and writer which includes:
1-‐ The Sound of Money™ eBook
2-‐ The Sound of Money™ Live, an uplifting presentation using live music performance to teach the basic concepts of MoneyCapsules®
3-‐ Sound Financial Decisions™ Workshop, offers opportunity to learn and apply the
practical benefits of using MoneyCapsules®
Learning the power of these 7 simple words in the context of a financial conversation; VALUES-‐CASH-‐RETURN-‐TAX-‐RISK-‐TIME GIVING, can help transform your relationship with money from avoidance to embracement; eagerly wanting to be engaged and participate in the financial life planning conversation.
Try applying these three primary principles to the 7 MoneyCapsules® words, when important financial decisions need to be made.
1-‐Organize-‐Appreciate all facets of your wealth; physical, spiritual and financial. Organize your financial life using the 7 MoneyCapsules® words. This is great way to begin getting your financial house in order, necessary for making sound financial decisions.
2-‐ Understand –Articulate your values and what’s important to you about your financial life. For example, using the principles in this eBook, try to understand what’s important to you about CASH flow, or RETURN on your investments. Communicate your concerns to your financial professional. Share your financial self with those you care about, and those who care about you. Understand if your financial life is in harmony with your personal values.
3-‐Decide-‐ Communicate your financial life by learning how to ask your financial professional good questions. Ask how his or her recommendation might affect your VALUES-‐ CASH-‐ RETURN-‐TAX-‐RISK-‐TIME-‐GIVING. Don’t hand over decisions to your financial advisor. By doing so you may be getting cookie cutter advice instead of guidance specific to your needs.
My hope is that The Sound of Money™ sparks your curiosity about the language of money and how it can serve as a path to self-‐discovery. Money is like a mirror which reveals our true selves when dealing with it. It contains all of the emotional ingredients for discovery and self-‐ knowledge especially when it comes to the limits of material happiness.
Money is not the root of all evil. Money arises from the human desire to give and to ultimately create a better world. For many, money is the final frontier to conquer.
Using the information you have gained from reading this book you now have a new way of looking at money, helpful for making sound financial decisions.
An artful way to talk about money. About Jaimie Blackman
When Jaimie first worked in financial services he saw that clients were often bothered by the charts, tables, and numbers that most advisors threw at them. He started BH Wealth Management to have a different conversation. One geared to the rhythm of his clients’ lives.
Jaimie’s exclusive MoneyCapsules® set the tone for those conversations for performers, artists, and everyone who loves music, art, and straight talk.
Jaimie holds a Masters of Science degree in Education, a Certificate of Financial Planning and is a Certified Wealth Strategist®. Prior to creating BH Wealth Management in 2009, he was Vice President of Investments at UBS.
Jaimie may be retained as a financial advisor, speaker, or coach. He provides MoneyCapsules® training workshops for individuals and Financial Advisors. Please visit his website at www.bhwealth.com for details.
Working with a financial advisor should be a collaboration. The relationship works best when you know what questions to ask and your financial advisor is in tune with your goals.
Schedule a brief complimentary call with Jaimie. Jaimie will be happy to respond to your questions and introduce you to his ValuesMap™ Conversation Organizer which you will receive after the conversation.