Ten Talents Financial Planning

Guiding Principles Series – Principle 3 – “We pursue the reduction of complexity in our clients’ financial lives.”

Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #3, “We pursue the reduction of complexity in our clients’ financial lives.” If you haven’t read the Introduction to the Guiding Principle series, you can check it out here. Complicated is better, right? When it comes to handling money, sometimes we…

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Guiding Principles Series – Principle 2 – “We pursue honest, yet sensitive, dialogue in all financial discussions.”

Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #2, “We pursue honest, yet sensitive, dialogue in all financial discussions.” If you haven’t read the introduction to the Guiding Principle series, you can check it out here. Money Talk is Awkward If you’re like most people, talking about personal finances…

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Financial Planning for Physicians

Does this sound like you? You’ve completed, or are close to completing, your residency. Your income has significantly increased in the last three to five years as you have started to practice medicine full-time, post-residency. You’ve been approached by “financial professionals” who end up making an awkward sales pitch for financial products, instead of providing…

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