Start Your Wealth Plan with Financial Advisors in Utah
Our process begins with a 30-minute phone call with a senior member of the Tencap advisory team to discuss your goals, current situation, and where thoughtful, coordinated planning would be most valuable.
If there’s a mutual fit, we’ll outline clear next steps and introduce the advisory team best suited to support you through an in-person or Zoom meeting.
SCHEDULE A FIT CALL
Book a 30-Minute Introductory Call with an Advisor.
CALL OUR OFFICE
What To Expect
A 30-minute introductory call with a Tencap advisor
Discussion of your goals, current situation, and key questions
Initial insights on where planning may add value
Clear next steps if it makes sense to move forward
Who This Is For
Professionals and families building or managing wealth
Individuals seeking coordinated tax, investment, and financial planning
Those ready to take a more proactive approach to their financial future
What Our Clients Say
See what our clients have to say about partnering with us to build clarity, confidence, and lasting security for their wealth.
Find a Financial Advisor in Utah Near You
Tencap Wealth Coaching serves clients across Utah and beyond with 4 offices offering in-person and virtual planning meetings.
South Jordan, Utah
1314 W 11400 S Suite 201, South Jordan, UT 84095
Salt Lake City, Utah
4424 S 700 E, 100 – B, Millcreek, UT 84107
Logan, Utah
50 W 700 N Suite 100A, Logan, UT 84321
Pleasant Grove, Utah
451 E 1000 S Suite C, Pleasant Grove, UT 84062
Frequently Asked Questions
Common questions before your Fit Call. Reach out if something isn’t covered here.
What happens after I book?
You’ll receive a confirmation email immediately with a calendar invite. 24 hours before your Fit Call, we’ll send a reminder and call details.
No forms required in advance. We’ll guide the conversation from there.
Is there really no cost or obligation?
Yes. The Fit Call is completely free and you’re not committing to anything by booking. We use it to determine whether we’re a good mutual fit — and if we’re not, we’ll refer you to another resource that might serve you better.
What should I prepare for the call?
Nothing is required, but the call is more productive if you have a rough sense of your financial goals. Your most recent tax return is helpful if tax strategy is a focus area.
How is this different from a sales pitch?
A Fit Call is designed to help you decide, not to sell you. We spend most of the 30 minutes listening to your situation and sharing initial observations. If we think we can help, we’ll outline how. If we don’t, we’ll tell you directly.
Can I meet in person instead of a video call?
Yes. We have four offices across Utah — South Jordan, Salt Lake City, Logan, and Pleasant Grove. When booking, you’ll see options to meet in-person or via Zoom.