Our Process

"Without continual growth and progress, such words as improvement, achievement and success have no meaning." - Ben Franklin
 

 

 

 

 

 

 

 

 

 

 

 

 

  1. The Discovery Advantage - We will look at your emotions and finances in a 360 degree picture. We will get to know you, your intentions and what matters to you most. The focus here is to learn about your experiences and how emotions may drive your decisions.
     

  2. The Clarity Formula - Based on our discovery meeting, we will create a picture of where you want to be in the future. Throughout this process we will focus on simplicity and on making decisions through an intentions-based lens.
     

  3. The Analysis Snapshot - The personalized diagnosis and written analysis will show where you are today and more importantly how to get to where you want to be tomorrow.
     

  4. The Strategic Blueprint - Upon completion of the analysis, you will then be introduced to innovative strategies and solutions that focus on maximizing growth, savings and protection while minimizing risk and loss. Throughout this decision making process we will ensure your intentions are the top priority. The benefit of this process is that it allows you to narrow down a variety of options into concise and effective solutions. Finally, your solutions will be organized in a manner that will have an emphasis on being prepared for a variety of market conditions.
     

  5. The Unique Gameplan - We will put together a detailed list of steps for you to take as well as dates and deadlines associated with them in order to help you successfully accomplish your goals.
     

  6. The Education and Wellness Experience - Each year we strive to provide ongoing education through a variety of platforms. We conduct workshops on a number of financial education topics, and also partner with professionals to provide access to education focused on personal growth and wellness. We are here to help connect you to additional resources including legal, tax, and insurance professionals. Our goal is to help you achieve peace of mind and long-term financial security.
     

  7. The Simplicity System - We will provide you access to a comprehensive eMoney platform to help you consolidate your life by tracking investment accounts, banking and budgeting through a personalized website. This tool also has the capability to provide a secure vault to keep backup copies of important financial and personal documents. The real benefit is the confidence and control you will gain in organizing your financial life, which will help you to make better financial decisions and achieve a greater sense of what you are financially capable of accomplishing.
     

  8. The Progress Builder - Once you identify the strategy that best serves you, we will schedule ongoing reviews to help ensure your strategy continues to perform up to your expectations. We want to make sure that we always meet your expectations by providing flexibility and the ability to customize the appropriate services based upon any life changes you may experience. We will provide updates, make adjustments and focus on the progress you are making.


 

Our financial analysis and recommendations are not intended to replace the need for independent tax, accounting or legal review. Individuals are advised to seek the counsel of such licensed professionals. Centinel Financial Group, LLC, RAA,  nor any of its affiliated companies provide specific tax or legal advice.