Financial Planning Process

"The difference between goals and accomplishments is discipline."

 

  Private
Consultation
 




Monitor & 
Review




Diagnose
Your
Position
 
Design Tailored
Solutions
 


The financial planning process of our firm is designed to help guide our clients as they chart their course to financial independence.  What this means is that we will share with you a four step approach to developing a comprehensive financial plan to include private consulations, diagnosing your position, designing tailored solutions that fit your unique intentions and delivering value through ongoing monitoring and reviews.  These will help address the goals, opportunities, and risks you may face in your journey through life.  The benefit to you is a customized approach that will help provide the confidence and clarity you’ll need to live your journey with greater security, peach of mind, and passion for the things that matter most.   


Step 1: Private Consultation
Stuart will get to know you, your intentions, and what matters to you most .


Step 2: Analysis
Stuart will identify and evaluate your intentions, challenges and opportunities, from many different angles, to help you find strategies to help achieve your desired outcome .


Step 3: Solutions
Stuart, along with participation from your legal and tax advisors, will craft a tailored strategy that has your interests at heart .


Step 4: Monitor and Review
Stuart will remain actively engaged in your financial strategy and recommend adjustments and modifications as your life needs evolve and change .  It is my goal to deliver an ongoing relationship and trust with you.


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, John Hancock, Signator Investors, Inc., nor any of its affiliated companies provide specific tax or legal advice.

Signator Investors, Inc. provides fee-based advisory accounts and fee-based financial planning and only qualified representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services.