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OUR PROCESS

At Sentinel Advisory Group, we work with you to create a fully customized and dynamic plan that’s designed to help you enjoy life today while protecting tomorrow. We maintain a steady line of communication throughout the process to ensure we explore every avenue and provide you with clarity and perspective on your financial world.

STEP 1

VISION

We begin by getting to know you and clarifying your vision of an ideal life, discussing how you would choose to spend your time if money wasn’t a factor.

STEP 2

PERSPECTIVE

Next, we review your current financial situation and help you gain a clear picture of where you stand, what opportunities lay ahead, and what’s possible for you.

STEP 3

DIRECTION

Finally, we’ll identify specific strategies to help you capitalize on your vision, providing continuous direction and support to ensure you stay on track no matter where life leads you.