WHEN YOU TAKE CONTROL OF YOUR MONEY YOU TAKE CONTROL OF YOUR FUTURE SPENDING FINANCIAL SECURITY LIFE GOALS

When you take control of your money you take control of your future.

You are so much better off when you know how to make money work for you, right now. And it doesn’t mean endless saving, and denying yourself the things you want. All it really takes is to have a plan. We will show you how to put that plan into effect, and once you’ve done that, the rest really does take care of itself. And when it comes to a plan, we can help!

Understanding your beliefs & your motivational core

How do you feel (and think) about money? One of the key differences between SentinelWealth and just about any other wealth management group is our attitude to the beliefs you hold about money.

Cash on the Cloud

Control cash flow, consciously. “Where does my money go?” For most people it just disappears in a mist of bills, expenses and buying stuff we need (or think we need).

Your plan – what we do, what you do

1. Baby steps & big leaps

We manage the process in a simple, easy to understand way starting with your first meeting. In that meeting we will discuss what you want out of your life; it is critical for us to understand your motivational core; (your WHY).

2. Fill your buckets

The second meeting will be all about your spending plan and cash flow tracking (it’s not hard, we have tools that make it easy!) We will help you set up your “Buckets”.

3. Keeping on track

Once you’re on track, it’s easy. We just make sure you stay on track and are there for you when and if you need us.

What our clients say about us

“My wife Georgie and I are great advocates for SentinelWealth. We came to Justin with some vague ideas about our financial goals and what we wanted our future to look like. Working closely with his team, we were able to streamline these thoughts and set a clear plan in motion to help us pursue our long-term ambitions. It is SentinelWealth’s deep passion for the psychological aspects around money that made our experience so valuable. You walk away from each session with a better understanding of what you are trying to achieve and, more importantly, why you are trying to achieve it.”

Cameron CrawfordClient Service Associate

Understanding your beliefs & your motivational core

How do you feel (and think) about money?

One of the key differences between SentinelWealth and just about any other wealth management group is our attitude to the beliefs you hold about money. We discovered that what you believe about money impacts everything you think and do regarding money. These beliefs can spring from your parents and how they work with money, or it could be a life event that strongly affected your money consciousness. Surprisingly we have found that many of these beliefs don’t make sense – even to the people who hold them. It’s just that it allows them to shut down their thinking about money, to say to themselves, “I can’t fix it, that’s just the way I think about money”. Once you understand why you think what you think about money – it makes it so much easier to put plans in place to make your money help deliver you the life you want.

Cash in the Cloud

Control cash flow, consciously

“Where does my money go?” For most people it just disappears in a mist of bills, expenses and buying stuff we need (or think we need). Our experience at SentinelWealth tells us that it’s only when you really know where your money goes that you can begin to bring it back, under your control.

Our simple solution is to tie your credit card and bank statements to a cloud based accounting app that effortlessly tracks where your money goes. You set the rules on how this is reported and at the end of each month you get a simple, easy to understand report.

Three months later: clarity
After three months you will see some patterns emerge and you will see exactly where your money goes. You can begin to make changes (you don’t have to of course, but most people do). Within six months that tracking can be linked to your own cash flow projections and by the end of twelve months you are in complete control of your money and you can decide what to do with it.

You might discover costs that you may have ignored – or didn’t know about – or services you are paying for and not fully using. None of this is difficult, the most important thing to do is to start! When you decide you’re in control of your money, things change fast.

It’s time to get in control

Contact us and we will get back in touch with a plan.