WE ARE ABOUT FINANCIAL PLANNING
You always come first at TenBridge Partners. Together, we will work through the formal financial planning process, just like we do with all our clients, friends and family.
We start with an initial conversation to share thoughts on your needs and our capabilities. We get to know one another and once we agree to move forward, we progress to a full consultation. Only after finishing the financial plan, do we advance to your unique next steps. All our decisions are informed and well thought out because we have taken the time and effort to understand your entire picture.
Once you are a client, we update your financial plan every year at our annual review. During our discussion we review the steps we have taken, strategies deployed, and the ones we still need to act on.
What Financial Planning Means to Us
Here at TenBridge, financial planning does not begin and end in the investment world. It begins with you and only ends where your need for advice, coaching and counsel ends. We don’t set that end point, you do. Financial planning is all about looking at the big picture and helping you navigate the twists and turns of your life – that is where we at TenBridge Partners excel the most.
We see the financial plan as a living, breathing and forever changing financial condition representing all the wonderful things that are you, your family and those who are important to your life. Your goals, hopes, aspirations and dreams are all wrapped up in an analysis which will forever be on the move. It is a process of adapting to your evolving needs and coaching you over time. As your life changes and adapts, so does your plan.
Whether it is helping find caregivers and managing them, navigating different loan options, reviewing insurance policies, crafting budgets and analyzing cash flows, working with your kids to understand their personal finances, or simply helping you navigate familial relationships – we do it all at TenBridge Partners.
Who We Work With
We work with people from all walks of life. We prefer to work with folks we get along with, who are active and engaged, and who are willing to listen to our advice.
Everyone needs a financial plan and a financial partner, because everyone benefits from completing the financial plan and being engaged in their financial future. That is where we come in.
Some of our many areas of expertise include…
- Retirement – Planning, preparing for, and entering a long successful happy retirement
- Family – Family meetings and next generation financial literacy coaching
- Estates – Division and distribution of estates, trustee services, guiding you through the next chapter of life
- Divorce – Budgeting, planning, and achieving a financially balanced divorce or separation
- Aging – Planning for aging in place, in-home caregivers, or moving to supportive care
- Small businesses – assisting in the essential basics of establishing and maintaining a financially healthy small business practice.
In the end we work with everyone and consider it an honor to do so. You aren’t just a number to us, you are a person, and we are here to be part of your team. Many families have worked with us for decades, across multiple generations. We take pride in being able to guide our clients, friends and family through their financial lives. We believe strongly in what we do and how we do it. We are passionate about helping you.
How to Get Started
The first step is to simply reach out.
We will set a time to discuss your current picture and how you want that to change and evolve over time. The best part of our day is talking to people, people just like you.
We are happy to have the conversation and look forward to your call.