2. The Personal
Enrichment Solution™
Offered exclusively through Sentinel Solutions is
The Personal Enrichment Solution™. This powerful
approach to financial life planning provides the
structured framework to ensure clarity of vision, an
educational foundation in financial risk, reward and
opportunities, and the ongoing, personalized guidance
to last a lifetime.

3. The Personal
Enrichment Solution™
We leverage our experience as a nationally recognized
advisory firm to help clients define and work towards
a bigger, more fulfilling future. Through our unique
mentoring approach, we strive to provide lifelong
leadership, accountability, and strategic resources to
improve the financial wellbeing and the personal
enrichment of our clients and their families.

4. Step One:
The Vision Crafting
Define your ideal financial and personal vision in this
comprehensive interview conducted by a Personal
Enrichment Advocate. This session will serve to
define your individual and family goals, identify any
barriers or obstacles to achievement, and identify the
capabilities and resources you have available to make
your vision a reality.

5. Step Two:
The Action Alignment
A financial and estate review allows us to evaluate
your specific information and deepen our
understanding of your needs. We confirm our
awareness of your intentions and determine the proper
course of action. At the close of this step, we prepare
for the next meeting and introduce industry-leading
technology that can provide you with financial
visibility and streamlined access to your assets.

6. Step Three:
The Enrichment Pledge
To help get you where you want to be, we prepare
solutions based on the understanding of what your
future looks like and the results of our analysis. We
present three unique phases of strategy: protection,
asset allocation and cash flow analysis, and explain
how they are aligned. We also detail the foundational
principles behind them, helping to ensure you have
what you need to move forward.

7. Step Four:
The Action Accelerator
The execution of your selected plans begins with Step
Four. We walk through the implementation elements
of each strategy. Our methodical orchestration of this
process helps us ensure you have the coverage you
need and the proactive communication to ensure your
confidence.

8. Step Five:
The Momentum Advocate
Maintaining momentum requires
encouragement, regular updates, and guidance. We
will schedule periodic reviews to assess progress and
remain in alignment with your priorities. As your
Personal Enrichment Advocate, we will work
diligently to create lifelong value through
ongoing, personal financial mentoring and support.

9. Contact Us
Sentinel Solutions
530 Fifth Avenue
11th Floor
New York, NY 10036
Phone: (212) 536-6150
Fax: (212) 202-7716
Email: info@sentinelsolutions.com
www.sentinelsolutions.com
Securities, investment advisory and financial planning services offered through MML Investors
Services, LLC. Member SIPC. Supervisory office: 530 Fifth Avenue, 14 Floor, New York, NY
10036 (212) 536-6000. Sentinel Solutions is not a subsidiary or affiliate of MML Investors
Services, LLC, or its affiliated companies.
TM 2010. Sentinel Solutions. All rights reserved. No part of this process may be reproduced in
any form, or by any means whatsoever, without written consent from the publisher. Made in the
USA, November 2010. The Personal Enrichment Solution is a trademark of Sentinel Solutions,
New York, NY