Ten Talents Financial Planning, LLC - Parker, Colorado

Overview of Ten Talents Financial Planning, LLC

Located at 11479 S Pine Dr, Parker, CO 80134, Ten Talents Financial Planning, LLC stands as a reputable financial advisory firm specializing in providing Financial planning, Financial consulting, and services to various Financial institutions. With a commitment to accessible and personalized service, this company offers both online and onsite appointments, ensuring clients can choose the most convenient method for their needs.

Key Features and Services

• Financial planning and consulting services tailored to individual and institutional needs.
• Flexible scheduling with online appointments and onsite services.
• Accessibility features including a wheelchair accessible entrance, parking lot, and restroom, ensuring a comfortable experience for all clients.
• Limited to appointment only with services recommended based on client needs, promoting a personalized approach to financial management.
• Conveniently located facilities with free parking and street parking available.

Important Information for Prospective Clients

For those considering engaging with Ten Talents Financial Planning, LLC, here's crucial information to keep in mind:
- Address: 11479 S Pine Dr, Parker, CO 80134
- Phone: Although the specific phone number isn't provided, interested parties can visit their website tentalentsfp.com for contact details.
- Website: The company's online presence is reinforced through their user-friendly website, which likely offers more detailed services and client testimonials.
- Appointment Requirements: It's essential to book an appointment, given their recommendation to do so for optimal service planning.
- Accessibility: The facility's wheelchair accessibility makes it a considerate choice for clients with mobility concerns.

Client Opinions

The firm's dedication to quality service is evident from the reviews, particularly with an impressive Average opinion of 5/5 based on 22 reviews on Google My Business. This high rating suggests a strong track record of customer satisfaction, highlighting the company's ability to meet and exceed client expectations.

Recommendation

For anyone in need of expert financial guidance, Ten Talents Financial Planning, LLC presents a compelling choice. Their commitment to personalized service, accessibility, and positive client feedback makes them a top contender in the financial planning industry. Don't hesitate—reach out through their website at tentalentsfp.com to schedule your consultation and take the first step towards securing your financial future. Their professional team is ready to help you navigate the complexities of financial planning with ease and confidence.

👍 Reviews of Ten Talents Financial Planning, LLC

Ken B.

5/5

In our initial search for a financial planner, we interviewed several potential candidates and Kaleb/Ten Talents clearly stood out among the group. His overall approach, interest our personal goals and objectives, along with his easy to understand and straightforward pricing model made the choice an easy one. Kaleb is very proactive and stays on top of the game – we have a consistent meeting cadence so that we are always thinking ahead, staying on the same page, and not missing out on any opportunities. Kaleb is also very responsive to any changes in plan or other questions that we have and is always available for a call or meeting to touch base. Furthermore, Kaleb’s honesty and integrity are unquestioned – he is candid in his approach and always identifies any risks accompanied by options to address and mitigate the risk. We can trust that we are in good hands and appreciate Kaleb’s sound advice and counsel. Finally, Kaleb displays a high level of passion and enthusiasm for his work and clearly enjoys helping others. We now have a solid financial plan, which has greatly reduced our stress and made our lives more enjoyable. Bottom line - partnering with Kaleb/Ten Talents is one of the best investments that we have made!

Vincent M.

5/5

I highly recommend Kaleb for all of your financial planning, retirement planning and investing needs!! My wife and I are very pleased with Kaleb as our financial planner! He is very good at explaining the very complex world of finance, investing, and retirement planning in a way we can understand without feeling overwhelmed. Thanks Kaleb! Keep up the good work!

gotDan S.

5/5

Kaleb is excellent and his attention to detail is great. He not only helps us make decisions but he helps us understand why we're making those decisions. He has been a partner from our first efforts to get our finances and financial plan in order. I would recommend highly anyone that wants a true partner in their financial future to speak with Kaleb.

Vicky C.

5/5

Kaleb breaks things down into a plan, explains the plan in plain terminology and is a seasoned advisor. Kaleb is on top of things, passionate, but not brash, and understanding that we are still working and living life. Working in IT, I know Kaleb is able to maximize complex applications to present the data in a meaningful way. This means we are better able to make the correct choices for the myriad of decisions that we need to make. We feel much more confident having this knowledge going forward and planning for the here and now, as well as the long term. There are a number of options out there for the consumer, knowing what we are getting up front and Kaleb's transparency gives us a great deal of satisfaction in the choice we made to go with Kaleb.

Kelly B.

5/5

My partner and I have been working with Ten Talents Financial Planning, LLC since January 2021. It has been a great experience. Kaleb has looked at everything that impacts our finances and security. We do not have great wealth, but we knew we needed to have a plan for our retirement and had no idea where to start or what to do. Kaleb has given us nonjudgmental advice and clear action steps on how to achieve our goals. This is huge for us. Kaleb's services are absolutely worth the investment of time and money. Having the knowledge and peace of mind to know we are on the right path is incredibly valuable. I would recommend Kaleb and his services to anyone.

Robert W.

5/5

My wife and I are so very fortunate to have found Kaleb and Ten Talents Financial Planning. Kaleb was very methodical in his approach to get us started on a more sustainable/rational financial plan. He made the process simple but complete and thorough. His knowledge and investment in understanding where we are and what wanted to achieve makes this partnership truly satisfying. Within a few month we just felt this sense of relief. We have a solid plan. We especially love the personal attention and time set aside to meet with us and review our progress.

Theresa W.

5/5

Working with Kaleb and Ten Talents has been the single best financial decision my husband and I have made! He is so knowledgeable, personable, and helpful that I have complete peace of mind about my financial status, decisions, and actions.

Corinne D.

5/5

Personalized, principled, comprehensive, and knowledgeable! I echo the great sentiments already put forth for Kaleb. I've worked with Kaleb in an advisory capacity for the last several years and his approach to his client's Financial Planning goes above and beyond.