Our Unique Approach

A human-focused approach

We don’t want to just build you a financial plan, we want to understand you as a person. To get a sense of your true attitudes, traits, and foundational beliefs. So your financial fortress can be built around what matters most.

Our approach makes getting to know you our most important task.

Cornerstone Conversations

Engaging in vital discussions

One of the most unique and vital elements of our planning process is an interactive exercise called Conerstone Conversations. The goal isn’t to win, but to ask big questions of yourself, then thoughtfully answer them. And in the process, go on a meaningful journey of self-discovery.

The TEN Experience

More than meetings 

Working with TEN capital is more than sitting in meetings. Instead, we’ll invite you on some unexpected excursions that allow us to get a sense of who you are and what you’re about. At the same time, we’ll offer you a chance to learn something that will help you on your journey.

Experiences include:

• Helpful, eye-opening Lunch and Learn events.
• Constructive and fun group cooking classes.
• Relaxing wine tastings at Maryhill.
• Exclusive group dinners with portfolio managers.
• Informative quarterly guest speaker events.