Creating Your Road Map...
Most financial advisors simply attempt to increase a plan’s return by increasing its RISK. There is a better way—a better map. The Sentinel Group creates your individual road map to get you to your “there”. Financial life planning involves helping you realize your “there”, your goals, and dreams. It starts with our understanding of what is important to you. We work with you in managing your life’s resources to map your dreams and place them on the road to reality!
1-Identify financial goals: This is very personal and it isn’t easy. We will ask you to think about why you make the choices you do regarding your valuable life resources: time, money, energy, relationships and talents. Then we help you to define tangible goals to that reflect your priorities.
We will set clear objectives, assess any risk and give you an “estimated time of arrival” for your goal destination.
2-Strategy Development & Implementation: This is where we take the wheel. This is what we do. Your financial strategy will be implemented with advanced market predictors. We take great pride in being able to see pitfalls and opportunities in today’s markets, and making these work to your plan’s advantage. Rest assured the utmost care is taken in selecting optimal allocations to grow your wealth.
- Asset Allocation
- Personal Manager Selection
- Securities Exclusion
- Investment philosophy for your Individual Plan
3-Monitoring: We ensure you reach your personal financial goal destination by regularly reviewing and monitoring your investments. We’ll give you the reports but once we’ve read them and interpreted them for you. We will communicate any recommended changes that should be made to keep you on track.
- Regular Reports
- Account Rebalancing
