Choosing the right financial advisor is an important and personal decision. We’ve designed our website to make it easy for you to vet us thoroughly before we meet. You will have a clear idea of who we are, how we work with clients, the services we offer and the fees we charge. If you believe we are the right firm for you or have some additional questions, call us. If we mutually determine that we are a good match for each other and decide to establish an advisory relationship, we will schedule a Discovery meeting.
Getting to know you, as well as your goals and concerns, will enable us to provide you meaningful advice. This meeting is about who you are and what is important to you, not how much money you have. At this stage, we will discuss your family relationships, personal and professional interests, and how you make important financial decisions. We will then move onto organizing your financial records.
We’ll work with you in a systematic way and at a comfortable pace that fits your schedule to assemble the information that we’ll use to build the plan. We sort, scan and save the information electronically. Once we’ve organized and analyzed the information, we’ll have a clear picture of your financial resources. Then it’s time to build the plan.
The financial plan is a straightforward plan articulating what you hope to accomplish, and the path to helping you get there. It will take into account key factors of your income, expenses, taxes, investments, insurance protection and estate plans. It will be realistic, easy to understand, and actionable.
Even the most well thought out plan is of little value unless it is implemented properly. Furthermore, because goals and personal and financial circumstances change, most of our clients work with us on an ongoing basis through our Annual Retainer Service to implement, manage and revise the plan as needed.
As part of the vetting process can I talk with some of your existing clients before I engage your services?
Unfortunately, you cannot. One of the most important aspects of our client relationships is confidentiality. Advisors who are willing to provide client names as references are likely to offer only those of their biggest cheerleaders, and you should view any such references with that in mind.
Do you offer a free introductory meeting?
We do not charge for our first meeting. However, prospective clients should expect this meeting to be the second step in the process of engaging our services. Because we place a high value on our time and yours, we have provided a comprehensive explanation of our business philosophy, services and our fees on this website. You should use these resources to thoroughly vet us and determine whether we are the right firm for you. If you determine that our services and fees are aligned with your expectations and acceptable to you, please get in touch with us to arrange a first meeting. This will allow us to use the time to focus on your specific goals and needs and begin the engagement.
Do you require a minimum amount of assets to work with a client?
We have no minimum asset, income or net worth requirements.
How can I determine whether I am a good candidate for your Annual Retainer Service?
To determine whether our Annual Retainer Service is right for you we suggest answering the following questions:
If you can answer yes to just one of these questions, or if the combined value of these benefits exceeds 0.75% per year, it would seem to make sense for you to engage us.
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2 Elm Square
Andover, MA 01810
Phone: (978) 475-2533
Crane Brook Office Park
150A Andover Street
Danvers, MA 01923
Phone: (978) 475-2533
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Sentry Financial Planning, LLC
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