WE ARE ABOUT FINANCIAL PLANNING
You always come first and at TenBridge you will work through the formal financial planning process, just like all our clients and friends.
We will 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.
Each year we update your plan and review steps we have taken and still need to take. All our decisions are informed and well thought out because we understand your entire picture.