Honest answers require absolute discretion.
The Sentinel Resilience process requires you to disclose sensitive financial, legal, and personal information. That trust is taken seriously. This page explains exactly how your data is handled: with no ambiguity.
Sentinel Resilience's position on confidentiality
Confidentiality is not a legal formality: it is a precondition for the work to be useful. If you cannot answer Sentinel Resilience's questions honestly because you fear disclosure, the assessment is worthless. Every practice described on this page exists to protect the integrity of the process, not merely to satisfy a compliance requirement.
Sentinel Resilience's Commitments
Six specific protections. No exceptions.
Mutual NDA at engagement
Every paid advisory engagement opens with a mutual non-disclosure agreement signed by both parties. This is not standard boilerplate: it is a binding legal document that formalizes Sentinel Resilience's confidentiality obligations before any sensitive information changes hands.
Your report is seen only by you
Your scored report is delivered exclusively to the email address you provide. No advisor, staff member, or third party sees your responses or your results unless you explicitly choose to share them as part of a paid engagement. Even then, only the advisor working your engagement has access.
Private storage, no third-party sharing
Your questionnaire data is held in a private database that is not publicly accessible, and access is limited to the founder. Sentinel Resilience does not sell, license, rent, or share your information with any third party under any circumstances: with one explicit exception: if your engagement involves referrals to external specialists, relevant information is shared with those specialists only with your explicit prior consent, only to the extent necessary to make a productive introduction, and under the same confidentiality obligations that govern the engagement.
Deletion on request
You may request deletion of your data at any time through our contact page at sentinelresilience.co/contact. Sentinel Resilience will permanently delete your submission record, email address, and scored results within five business days and confirm the deletion in writing.
Advisor confidentiality obligations
All advisors involved in a paid engagement are bound by their own confidentiality agreements with Sentinel Resilience. Any specialist referred is introduced only with your explicit consent and is never provided your assessment data without prior authorization.
Discreet communication
Sentinel Resilience understands that for established individuals and families, the very fact of conducting a risk assessment is sensitive information. All communication is discreet by default: no company name in email subject lines unless requested, no follow-up from unknown numbers, no unsolicited outreach beyond what you opt into.
Data Practices
Exactly how your data is handled.
Paid Engagements
Advisory work operates under a higher standard.
The free questionnaire protects your data. Paid advisory engagements layer additional legal protections on top.
Mutual NDA before anything begins
Before your first session, both parties execute a mutual non-disclosure agreement. This covers all information shared in either direction: your disclosures to Sentinel Resilience, and its proprietary methods and findings.
Named advisors only
The advisor assigned to your engagement is disclosed to you in advance and bound by the same confidentiality obligations that govern the engagement.
Specialist referrals require your explicit consent
If your engagement involves referrals to external specialists (estate attorneys, financial specialists and concierge physicians, etc.), you are informed and asked for consent before any information is shared with them. They are introduced by name before any disclosure.
Your report is yours
The deliverables from your engagement belong to you. Sentinel Resilience retains no right to use your case for training data, case studies, marketing materials, or any purpose without your explicit written authorization.
Document Handling
Paid advisory engagements at the Full Preparedness Audit and Principal Resilience Program levels involve review of source documents: estate plans, entity documents, household records, and financial continuity records. These documents are handled under the following specific protections.
Transmission
Sentinel Resilience does not accept sensitive documents by ordinary email. Transmission instructions are provided at engagement signing.
Access
Documents are reviewed only by the named advisors on your engagement. No document is stored in shared infrastructure or accessible to anyone outside your engagement.
Retention
Physical and digital copies of your documents are retained only for the duration of the engagement. Upon engagement completion all copies are permanently deleted and deletion is confirmed to you in writing within 14 days.
Purpose
Documents are reviewed solely for the purpose of identifying preparedness gaps. Sentinel Resilience does not provide legal, insurance, financial, or medical professional advice based on document review. Nothing in the document review constitutes professional advice in any licensed domain.
Ready to begin?
The free questionnaire takes about 12 minutes. Your answers are private, your report is yours alone, and you can request deletion at any time.
This page describes Sentinel Resilience's practices and commitments. It is not a substitute for the formal confidentiality agreement executed at the start of every paid advisory engagement. The engagement agreement governs in the event of any conflict.