Personal Financial Guidance for Clarity, Direction, and Better Decisions
Tenfold Helps individuals and families organize cashflow, savings, debt, goals, and next steps into a simple monthly system.
Does This Sound Familiar?
From Financial Stress to a Clearer System
Financial Guidance is designed to help turn confusion into structure, direction, and practical next steps.
If you struggle with...
Not knowing where your money goes
You make decent money, but each month still feels harder to explain than it should.
You work toward...
Clear cash flow visibility
A simple system that helps you see your income, spending, savings, and priorities in one place.
If you struggle with...
Budgets that never seem to last
You have tried budgeting before, but life happens and the system falls apart.
You work toward...
A structure built around real life
Spending categories, savings targets, and review habits designed around how you actually live.
If you struggle with...
Debt that feels hard to beat
You are making payments, but it feels like you are maintaining the debt instead of making progress.
You work toward...
A clearer payoff strategy
A practical plan to prioritize payments, track progress, and create momentum over time.
If you struggle with...
Not knowing what should come first
Saving, investing, debt payoff, insurance, emergency funds — it can feel like everything matters at once.
You work toward...
Clear financial priorities
A focused next-step plan so you know what to work on now, what can wait, and how to keep moving.
What’s Included
A Simple System for Staying Organized
Financial Guidance gives you practical structure, monthly accountability, and clear next steps so you can make progress with less confusion.
Monthly Guidance Call
A private monthly call to review your numbers, priorities, questions, and next action steps.
Personal Financial Dashboard
A simple dashboard to track cash flow, savings, debt progress, and key financial priorities in one place.
Monthly Review Framework
A repeatable system for reviewing what happened, adjusting the plan, and staying on track month after month.
Spending & Savings Structure
Clear spending categories, savings targets, and decision rules built around your actual life.
Action Steps Between Calls
Simple next steps so you know what to focus on before the next review instead of guessing what matters most.
Foundation Guidance Plan
Practical Monthly Guidance for Building a Clearer Financial Foundation
Designed for individuals and families who want help organizing cash flow, savings, debt payoff, priorities, and next steps.
What this helps with
Structure, accountability, and a simple plan you can follow.
The Foundation Guidance Plan is built for people who want more than a budget template. Each month, you review where you stand, clarify what matters most, and leave with practical next steps.
Organize your income, spending, savings, and debt.
Build better monthly financial habits.
Create a clearer foundation before more advanced planning.
Foundation Guidance Plan
Month-to-month financial guidance. Cancel anytime.
- Monthly 1-on-1 guidance call
- Personal financial dashboard
- Spending and savings structure
- Monthly review framework
- Simple action steps between calls
This service is focused on financial organization, cash flow, savings priorities, and debt payoff guidance.
What to Expect
Your First Financial Guidance Call
A simple, structured conversation designed to help you understand where you are, what matters most, and what to do next.
Schedule Your Call
Pick a time that works for you and complete a short intake form so we can understand what you want help with.
Review Your Situation
We discuss your income, spending, debt, savings, goals, financial concerns, and current priorities.
Build a Simple Plan
You leave with clear next steps for the next 30 days, including what to focus on first and what can wait.
Keep Moving Forward
Continue with monthly guidance to review progress, adjust priorities, and stay focused as life changes.
Clarity starts with one conversation.
You do not need to have everything figured out before the first call. That is what the process is for.
This service is focused on general financial organization, cash flow, savings priorities, debt payoff, and goal-setting guidance. It does not include investment management, individualized investment recommendations, securities transactions, tax advice, legal advice, or insurance product recommendations unless separately provided through the appropriate licensed capacity.
FAQs
Your Financial Queries Answered Efficiently and Expertly
Do we meet over Zoom or in person?
All coaching sessions are held over Zoom so you can join from anywhere. You’ll automatically receive a Zoom link as soon as you schedule.
What should I bring to the first session?
Nothing complicated. Just basic numbers if you have them (income, expenses, debt, savings). If not, we can still get clarity quickly.
What types of clients do you work with?
Young professionals, families, job-changers, and anyone who wants a simple, personalized plan for budgeting, saving, paying off debt, and building long-term wealth.
Do I need a lot of money to start financial coaching?
No. Most people start because they don’t feel confident yet. You don’t need investments or a high income, just the desire to improve
How often do we meet?
Calls are scheduled monthly. Each session focuses on reviewing progress, adjusting priorities, and reinforcing disciplined financial execution. You'll also have structured tools and dashboards to support you between sessions.
Are there contracts or long-term commitments?
No. Coaching is month-to-month. Stay only if it genuinely helps you.
Is everything confidential?
Yes. Your financial information and personal details stay private. Nothing is shared without your permission.
The system is ready. Your spot is reserved.
Most people spend another 3 months meaning to fix their finances. You could be reviewing your first
month of real data in 30 days.
No contracts-cancel anytime
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Tenfold Wealth Management are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
