The Tenzing Formula

The Tenzing Formula

Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process called The Tenzing FORMula, which is supported by 7 Pillars of Financial Planning that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful individuals, families, professionals and business owners. The Tenzing FORMula is designed to continually adjust and monitor your critical life and financial events and is set to sync with your life as it unfolds and as your needs evolve.

 


 

Tenzing Formula

 

Our Tenzing FORMula allows us to focus on two essential details: What MATTERS and what we can CONTROL. 

 


 

MATTERS

Why and How

We never lose sight of the WHY! We maintain focus on what matters most to the families we serve. This is the FORM in our Tenzing FORMula:

  1. Family
  2. Occupation
  3. Recreation
  4. Money

Family legacy, Occupational pursuits, and Recreational aspirations are the WHY in our Philosophy and direct each decision we make.  The Money?  Well, that's the HOW, and that's where we come in.  We have a process to filter the noise and focus on what's important, to help you face the future with anticipation rather than apprehension.

 


Philosophy Planning Strategy Process

CONTROL

There is so much that goes on in the world, the economy and the financial markets that is out of our control, and to be candid, we don't spend a lot of time worrying about those things.  Those "winds" are always blowing and always changing, but we believe that it's not the wind we should focus on, it's the set of the sail.

There are 3 essentials that allow us to remain focused on what we can control:

  1. Philosophy  -  Enables Clarity
  2. Planning  -  Provides Comfort
  3. Process  -  Inspires Confidence

 

Our PHILOSOPHY at a high level is anchored in Stewardship (not salesmanship) and revolves around FORM. We believe that while each of our clients are aligned with FORM, there are no cookie cutter solutions. We employ a 3-fold, panoramic PLANNING strategy that is assembled through three distinct phases - Discover, Design and Deploy. Lastly, it’s our proprietary process - the Tenzing FORMula - that puts all of this together, never losing sight of what MATTERS and what we can CONTROL.