West Seattle Financial Advisor

A Macro Approach

Regardless of risk profile, a well-built investment portfolio should use a variety of asset classes and styles. In fact, studies have shown that asset-allocation is often the largest factor in performance.

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.

Financial Plans Built Right

Life’s big financial decisions are always complex. Regardless, our job is to help you get them right. We’ll give you a retirement number to aim for but also the knowledge that it will need adjustments over time. You’ll get a real 3D sense of the plan’s risks and tradeoffs, and show you how to continually track your progress as you move forward.

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.

Helping Employers with Retirement Plans

You need to offer a corporate retirement plan to your employees. We’re here to walk alongside you, help you mitigate risks, and minimize the impact on your daily schedule.

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.