The PersonalEnrichment Solution™

Offered exclusively through Sentinel Solutions is The Personal Enrichment Solution™. This powerful approach to financial life planning provides the structured framework to ensure clarity of vision, an educational foundation in financial risk, reward and opportunities, and the ongoing, personalized guidance to last a lifetime.

The PersonalEnrichment Solution™

We leverage our experience as a nationally recognized advisory firm to help clients define and work towards a bigger, more fulfilling future. Through our unique mentoring approach, we strive to provide lifelong leadership, accountability, and strategic resources to improve the financial wellbeing and the personal enrichment of our clients and their families.

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.

Step One:The Vision Crafting

Step Two:The Action AlignmentA 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.

Step Three:The Enrichment PledgeTo 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.

Step Four:The Action AcceleratorThe 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.

Step Five:The Momentum AdvocateMaintaining 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.

Contact UsSentinel Solutions 

530 Fifth Avenue

11th Floor

New York, NY 10036

 

Phone: (212) 536-6150  

Fax: (212) 202-7716  

Email: info@sentinelsolutions.com

www.sentinelsolutions.com

Securities, investment advisory and financial planning services offered through MML Investors Services, LLC.  Member SIPC. Supervisory office: 530 Fifth Avenue, 14 Floor, New York, NY 10036 (212) 536-6000. Sentinel Solutions is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

TM 2010. Sentinel Solutions. All rights reserved. No part of this process may be reproduced in any form, or by any means whatsoever, without written consent from the publisher. Made in the USA, November 2010. The Personal Enrichment Solution is a trademark of Sentinel Solutions, New York, NY