Our Process

We are committed to our absolute responsibility of putting our clients and community first. To do so, we collaborate to help people build bridges to reach personal goals through the formal financial planning process.

Planning is central to everything we do. We start with an initial meeting to exchange thoughts on your priorities and our capabilities. It is important to us we mutually get to know one another and once we agree to move forward, we progress to a full consultation.  When we’ve reached an accord, having finished the financial plan and after acceptance of the plan, only then do we advance to implementation.

At TenBridge Partners we believe in full engagement with our clients and within our community. Likewise, our investment strategies are held to the same standard and meet some exacting criteria, which we monitor for consistency and question thoroughly in the event of departure from the expected.

We honor our commitment to ongoing knowledge with regular updates as well as event observation and commentary. We pride ourselves on being available to our clients and it is important to us to have candid conversations and open dialogue. We commit to constant collaboration to guide and respond to changing situations and evolving needs.

Our goal is to earn lifetime relationships built on foundations of trust.