About Us
Financial advisors
Tencap Wealth Coaching is a financial planning firm designed to transform your investing experience. We take an educational approach to help you feel confident about your future and the academic science of investing and financial planning. With our team of experienced financial planners, investment advisors, tax professionals, attorneys and protection specialists, we work with you to create a customized and comprehensive financial plan.
The traditional investing experience is not designed with investor education in mind. As a result, many people make important decisions in the dark. Few investors know how much their investments could actually lose in a given year or how to measure diversification in their portfolio. Most investors have no idea what they are really paying in fees and transaction costs. Their financial plan is getting thrown together with an incomplete understanding of all the variables at play.
A confused investor is a profitable customer for the financial industry. Complexity can be used as a weapon to cause investors to blindly trust the recommendations being made by their advisors.
Tencap Wealth Coaching brings integrity to the planning process by giving our clients a voice in the matter of their financial future. We are serious about educating our clients. The benefit of that education is that our clients fully grasp their investment strategy and take charge of their financial future. By working with us, people are empowered to take action.
That empowerment comes through impactful conversations with a trusted financial advisor coach. Our clients have a breakthrough in the way that they experience money and investing. These are unique conversations that most individuals and families never have. They deal with your true purpose for money, your relationship to money, and how investing really works free from the need to predict the future or gamble with your wealth.
We will audit your current financial products, plans, and strategies to identify the extent to which you are forfeiting money unnecessarily, either to the government or financial institutions. This audit provides a valuable framework to design an efficient strategy for your situation.
Some of the areas that are assessed in this audit include:
- Retirement Income Analysis
- Insurance coverages (Life, Disability, Home, Auto, Umbrella, Long Term Care, Medicare)
- Social Security Optimization Strategies
- Tax Planning
- Cash Flow Optimization
- Investment Risk Analysis
- Estate Planning Essentials
At Tencap Wealth Coaching, we coach our clients to a unique level of understanding and clarity through empowering education. Working with us will be unlike any experience you have ever had with another financial professional. Together, with your advisor coach, you will co-create a comprehensive financial plan that you can own. You will experience a heightened level of confidence and trust knowing that you helped design a plan based on academically sound, Nobel Prize winning principles.
Educated investors are more confident investors, and confident investors are more successful investors. Now is the time to experience that confidence. We are committed to helping you have a breakthrough around the way you experience money and investing. You’ve sacrificed and worked hard to make financial independence a reality. Call us to schedule your complimentary consultation and begin building your legacy, today!
