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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Is another financial planning firm really necessary?

In the months that preceded launching Ten Talents, this is a question that I asked myself more than once. Is another financial planning firm really necessary? Is launching another financial planning firm really needed in our modern age? We have unprecedented access to investment tools through online robo-advisors and countless financial blogs. You can Google…

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