The Financial Plan, Your Guide Through Change

Due to the never-ending cycle of sensational news, click-bait, and media – sometimes it can feel like the world is ending. Especially at a time of transition, where we have the upcoming election and a cooling economy.

Time and time again, transition and change scare us. As a species, we crave consistency. Safety. Security.

Though if you take a closer look, life is all about change. We age, we learn. People come and go from our lives. The seasons cycle, and even the sun is consistently moving, always changing position. Our lives are a never-ending cycle of transition, yet we harbor fear when faced with it.

While we at TenBridge Partners can’t see the future, the potential shifts in your path, we can tell you we have prepared for it.

When we collaborate with you to craft your financial plan, we help prepare you for the change to come. We may not know what your future will hold, but we help you prepare so when the day comes, you know it will be okay. At least in a financial sense.

The financial plan is more than an analytical document. It is a guide for you to reach your goals and a tool to bring you confidence and clarity within your financial life. Confidence to take the next step, whether change comes your way or not. And clarity to know it will all be okay if things do inevitably change.

Below we have linked a few of our previous newsletters discussing the financial plan – how it works, what it is, and what it can provide you.

What Is a Financial Plan

The Markets, Financial Planning, and How TenBridge Fits In

Who We Are and What We Do

What Is Your Plan B

As always, let us know if you have any questions. We are honored to be of service and help you navigate the changes in your life.

Sirra Anderson Crum CFP®
Financial Planner

The information contained in this correspondence is intended for general educational purposes only and as a means for facilitating a conversation.  Please consider our door always open to discuss your particular situation and how this information might benefit you and fit your specific needs.

About TenBridge Partners

TenBridge Partners is an independent financial planning and investment management firm based in Portland, Oregon with a simple focus of honoring the fiduciary responsibility of putting clients first.

Planning is central to everything we do. Our focus is on a complete understanding of a client’s and potential client’s needs through the financial planning process, before we move forward with anything else.

We bring clarity and confidence to an otherwise confusing financial world.

We are about people.