Feasibility Meeting

1 hour

This is the first meeting you have with a SentinelWealth adviser. The purpose is to understand your concerns, determine whether we can assist and agree the next steps.

Planning Meeting

1 hour 30 minutes

The planning meeting is the second meeting in our process. Here you and your adviser will discuss the various aspects involved in planning for becoming apart of SentinelWealth management.

Review Meeting

1 hour

This meeting is where we review the previous year and plan for the next.

Web-Based Meeting

45 minutes

If you’re not able to meet in person we can meet online.