What It Means to LiveAligned™
Your financial picture isn’t just about numbers — it’s about choices, values, and the life you’re building. The LiveAligned™ Experience is TEN Capital’s proprietary client journey, designed to help you align your wealth with what matters most.
We don’t start with your portfolio. We start with you.
The Four Phases of the LiveAligned™ Experience
01
Discovery
& Fit
We begin with a conversation. This is where we learn your story, your goals, and your concerns. It’s also where you get to know us. Together, we’ll explore whether TEN Capital is the right partner for your journey.
02
Cornerstone
Conversations
Through a guided card-based exercise, couples uncover and align their financial priorities. This collaborative process helps clarify what matters most and lays the foundation for a shared financial vision.
03
Commitment
& Planning
We deliver a personalized financial plan and investment strategy tailored to your life, not a template. Whether traditional or outside-the-box, your portfolio is designed to reflect your values and goals. You’ll also gain access to your client portal for ongoing visibility.
04
Ongoing
Partnership
Our relationship continues with regular planning reviews, seasonal investment outlooks, and community events. We’re here to support your evolving goals and celebrate your milestones.
What You Can Expect:
-
A planning-first approach that reflects your values
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A collaborative relationship that adapts as your life evolves
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A team that listens, guides, and helps you stay ahead of life’s decisions
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Weighing how and when to downsize, relocate, or travel more freely
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A clear path forward, without the jargon or complexity
Ready to Get Started?
Our team is happy to sit down with you in a no-pressure environment to answer your pressing questions and learn how we may bring value to you today.
SPOKANE | 835 North Post, Suite 102 Spokane, WA 99201 | 509.325.2003
SEATTLE | 2033 6th Avenue, Suite 600 Seattle, WA 98121 | 206.502.0530
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