Financial Planning
Discovery Meeting
Our goal is to get an understanding of your personal and financial goals, wants and needs. We will gather the necessary documents and information to ensure we have the full picture and you leave with the clarity you need to go forward. We want to help you transition from thinking about your finances to knowing about them.
Developing a Strategy
Here we will review the key objectives and priorities of your plan, taking into account your net worth and cash flow. Our team, along with participation from your legal and tax advisors, will craft a strategy that has your best interests at heart. We work together to progress toward the goals we've identified and model scenarios to compare against your base financial plan.

From Thinking to Knowing
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 six step approach to developing a comprehensive financial plan to include private consultations, diagnosing your position, designing tailored strategies 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, and passion for the things that matter most.
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.

Building a Solid Financial Foundation

A Checklist for When a Spouse or Parent Passes
