The Sentry Group Holistic Plan |
Introductory Meeting - 15 minutes |
| This meeting is your offical introduction to Sentry Group, who we are and what we do. This meeting is our opportunity to get to know you, ask pertinent questions and get a feeling of where Sentry Group can add value to the relationship. After this meeting both parties will have a thorough understanding of where we can work together and an outline of our future relationship. |
| Discovery Meeting |
| The Introductory Meeting is followed by an "Information Gathering" Session. This time is used to collect detailed information needed to begin creating your Holistic Plan. Before this meeting you will have the opportunity to gather the information YOU need to fel comfortable with the process and your new relationship with Sentry Group. |
| Sentry Group Team Meeting |
| During this part of the process, the Sentry Group team of professionals dicuss your unique situation determine where we can add the most value and formulate suggestions regarding the direction your Holistic Plan should take. |
Continue to Page 2 of The Sentry Group Holistic Plan
|
