Private Clients
Philosophy
Our job is to measure the efficiency of a client’s present plan and measure the true costs based on the clients expectations.
Most people we meet with are too busy building their careers, family lives, pursuing charitable interests or hobbies that they don’t have the time to see what is taking place in Washington DC and notice the impact it is having on their personal, financial, and estate plans.Everyone has a plan whether created by design or default, usually starting off by design and ending in default because of the myriad of changes life throws at us creating a lot of uncertainty. Even if all else remains constant, tax laws can change which has a dramatic impact on our clients plans.
Like an analyst would view a corporation, we start by gaining a true understanding of our client’s vision of what they want their future to look like. Then we evaluate their assets and liabilities along with cash flows. We look for predictability of cash flows as well as the obstacles that can occur.
We measure the impact of bear markets, rising taxes, inflation, market risk and catastrophe such as law suit, premature death or disability.
In the Enrichment Pledge® stage of our process we gain an understanding of the impact of various factors on our client’s cash flows. We evaluate recommendations alongside comparing cash flows and financial legacy. These evaluations compare base facts compared to the potential solutions.
It is our mission, that our clients should be better off no matter what happens in an uncertain world. Whether they live too long , or suffer a catastrophe and income stops too soon, we aim to provide predictability which lends itself to assist in gaining economic confidence for our clients.
Simply stated, we help align our clients financial activities with their evolving aspirations.
It is our mission, that our clients should be better off no matter what happens in an uncertain world. Whether they live too long , or suffer a catastrophe and income stops too soon, we aim to provide predictability which lends itself to assist in gaining economic confidence for our clients.
Simply stated, we help align our clients financial activities with their evolving aspirations.
Philosophy
Our job is to measure the efficiency of a client’s present plan and measure the true costs based on the clients expectations.
Most people we meet with are too busy building their careers, family lives, pursuing charitable interests or hobbies that they don’t have the time to see what is taking place in Washington DC and notice the impact it is having on their personal, financial, and estate plans.Everyone has a plan whether created by design or default, usually starting off by design and ending in default because of the myriad of changes life throws at us creating a lot of uncertainty.
Even if all else remains constant tax laws can change which has a dramatic impact on our clients plans.
Like an analyst would view a corporation, we start by gaining a true understanding of our client’s vision of what they want their future to look like. Then we evaluate their assets and liabilities along with cash flows. We look for predictability of cash flows as well as the obstacles that can occur.
Like an analyst would view a corporation, we start by gaining a true understanding of our client’s vision of what they want their future to look like. Then we evaluate their assets and liabilities along with cash flows. We look for predictability of cash flows as well as the obstacles that can occur.
We measure the impact of bear markets, rising taxes, inflation, market risk and catastrophe such as law suit, premature death or disability.
In the Enrichment Pledge® stage of our process we gain an understanding of the impact of various factors on our client’s cash flows. We evaluate recommendations alongside comparing cash flows and financial legacy. These evaluations compare base facts compared to the potential solutions.
It is our mission, that our clients should be better off no matter what happens in an uncertain world. Whether they live too long , or suffer a catastrophe and income stops too soon, we aim to provide predictability which lends itself to assist in gaining economic confidence for our clients.
Simply stated, we help align our clients financial activities with their evolving aspirations.
It is our mission, that our clients should be better off no matter what happens in an uncertain world. Whether they live too long , or suffer a catastrophe and income stops too soon, we aim to provide predictability which lends itself to assist in gaining economic confidence for our clients.
Simply stated, we help align our clients financial activities with their evolving aspirations.
Our Services
Personal Enrichment Solution
- Step One: The Vision Crafting
- Step Two: The Action Alignment
- Step Three: The Enrichment Pledge
- Step Four: The Action Accelerator
- Step Five: The Momentum Advocate
Family Suite
The Sentinel Solutions Family Suite is designed for those not quite ready for a “Family Office”.The Family Suite allows Sentinel Solutions to be an integral part of your team by coordinating our Process and Core Services with your attorney and accountant to devise a unique strategy suited to you, your family and your business.
This innovative approach allows you the freedom to focus on your pursuits, confident that you’re on the right track at all times.
Core Services
Services include:- Business Succession Planning
- Charitable Giving
- Education Planning
- Estate Planning
- Financial Services
- Income Protection
- Intergenerational Tax Planning
- Investment Advisory
- Life Insurance
- Risk Management
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Our dedicated and experienced advisors are ready to assess your needs.
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Our Process
The Vision Crafting
Define your individual and family goals, identify any barriers or obstacles to achievement, and identify the capabilities and resources you have available to make your vision a reality.
The Action Alignment
A financial and estate review allows us to evaluate your specific information and deepen our understanding of your needs. We confirm our awareness of your intentions and determine the proper course of action.
The Enrichment Pledge
To help get you where you want to be, we prepare solutions based on the understanding of what your future looks like and the results of our analysis. We present three unique phases of strategy: protection, asset allocation and cash flow analysis.
The Action Accelerator
The execution of your selected plans begins with Step Four. We walk through the implementation elements of each strategy.
The Momentum Advocate
Maintaining momentum requires encouragement, regular updates, and guidance. We will schedule periodic reviews to assess progress and remain in alignment with your priorities.
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Step 1
The Vision
CraftingStep 2
The Action
AlignmentStep 3
The Enrichment
PledgeStep 4
The Action
AcceleratorStep 5
The Momentum
AdvocateStep One:
The Vision Crafting
Define your ideal financial and personal vision in this comprehensive interview conducted by a Personal Enrichment Advocate. This session will serve to define your individual and family goals, identify any barriers or obstacles to achievement, and identify the capabilities and resources you have available to make your vision a reality.Our ProcessThe Personal Enrichment Solution
Please click on each of the categories listed below to see its description. -
Step 1
The Vision
CraftingStep 2
The Action
AlignmentStep 3
The Enrichment
PledgeStep 4
The Action
AcceleratorStep 5
The Momentum
AdvocateStep Two:
The Action Alignment
A financial and estate review allows us to evaluate your specific information and deepen our understanding of your needs. We confirm our awareness of your intentions and determine the proper course of action. At the close of this step, we prepare for the next meeting and introduce industry-leading technology that can provide you with financial visibility and streamlined access to your assets.Our ProcessThe Personal Enrichment Solution
Please click on each of the categories listed below to see its description. -
Step 1
The Vision
CraftingStep 2
The Action
AlignmentStep 3
The Enrichment
PledgeStep 4
The Action
AcceleratorStep 5
The Momentum
AdvocateStep Three:
The Enrichment Pledge
To help get you where you want to be, we prepare solutions based on the understanding of what your future looks like and the results of our analysis. We present three unique phases of strategy: protection, asset allocation and cash flow analysis, and explain how they are aligned. We also detail the foundational principles behind them, helping to ensure you have what you need to move forward.Our ProcessThe Personal Enrichment Solution
Please click on each of the categories listed below to see its description. -
Step 1
The Vision
CraftingStep 2
The Action
AlignmentStep 3
The Enrichment
PledgeStep 4
The Action
AcceleratorStep 5
The Momentum
AdvocateStep Four:
The Action Accelerator
The execution of your selected plans begins with Step Four. We walk through the implementation elements of each strategy. Our methodical orchestration of this process helps us ensure you have the coverage you need and the proactive communication to ensure your confidence.Our ProcessThe Personal Enrichment Solution
Please click on each of the categories listed below to see its description. -
Step 1
The Vision
CraftingStep 2
The Action
AlignmentStep 3
The Enrichment
PledgeStep 4
The Action
AcceleratorStep 5
The Momentum
AdvocateStep Five:
The Momentum Advocate
Maintaining momentum requires encouragement, regular updates, and guidance. We will schedule periodic reviews to assess progress and remain in alignment with your priorities. As your Personal Enrichment Advocate, we will work diligently to create lifelong value through ongoing, personal financial mentoring and support.Our ProcessThe Personal Enrichment Solution
Please click on each of the categories listed below to see its description.
