From a team perspective and a personal perspective, one of our goals is to allow our clients to be able to focus on taking care of their patients and not have to worry about their financial situations.
Transcript:
Jordan Bilodeau (00:02): Am I very like tense? It's 'cause I'm like having to think. I'm processing and talking at the same time.
Joannah Long (00:08): Spirit Fingers,
Joannah Long (00:09): <laugh>
Shane Tenny (00:10): They're so ingrained. I wrote them on this piece of paper.
Shane Tenny (00:13): <laugh>
Shane Tenny (00:18): Spaugh Dameron Tenny is a financial planning firm that specializes in comprehensive financial planning for physicians, dentists, and professionals.
Joannah Long (00:27): The culture at SDT is collaborative. It is fun. We are passionate about the work we do, the clients we serve, and how we support each other.
Jordan Bilodeau (00:37): Our approach is really the crossroads of strategy and helping our clients implement their financial plan. We stand alongside our clients and follow them through all steps of their wealth journey.
Rachel Adams (00:50): We're able to help equip them with guilt-free spending, and help them navigate through life and really help them achieve the goals that they have in mind and give them the life that they want.
Shane Tenny (01:01): When you reach out by email or text or phone, the team knows you. And I love having a firm that provides such personal attention and deep expertise to our clients.
Joannah Long (01:14): We are able to give our clients personalized attention and make them feel like they are our only clients.
Rachel Adams (01:21): We really believe that would make a profound difference in people's lives.
Shane Tenny (01:24): When you have a financial planning firm that is committed to getting it done in the right way, it provides an enormous value to our clients and their families.