Home

Your Future Is Now.

Let’s Get to Work!

Reach your goals, design your future, create your new beginning of growth, purpose, and fulfillment!

High Achievers

Going the Extra Mile

Group 23

You love setting goals—personal and professional stretch targets that serve as your guideposts for high achievement.

When you embark on new adventures, you already have a vision for how results will materialize. As one adventure is ending and a new beginning is quickly approaching, the pressure you put on yourself builds immensely.

We get it—as high achievers ourselves, we know the effort necessary to give 1% more, to go above and beyond what’s required and expected. When questions and fears about the future invade our heads and hearts, we attack them with a growth mindset.

Your next new beginning is about financial independence.

However, we understand your next new beginning is about more than money; it’s about staying relevant, making sure your life continues to overflow with growth, purpose, and fulfillment.

That’s what our process, Your 360° Future™ Blueprint, is all about: exceeding your expectations by creating a comprehensive financial and life plan that considers every aspect of your future, not just the money.

Financial Advice

Building Your Wealth

For Growth Minded Entrepreneurs

We get entrepreneurs!

96% of business owners don’t have a personal financial plan that incorporates their business plan.

Discovering the value of your businesses and learning how to maximize those numbers to match what you need for your future is critical.

Learn how you can join the 4% and get a design for your new beginning that puts your closely held businesses at the center of your plan.

For Driven Executives & Professionals

No matter how your wealth has been built over your career, we’ll help you optimize it for the future you have in mind.

Whether that’s simply figuring out when you can retire or preparing for your next adventure, you’ll get a blueprint that puts control of your future firmly in your hands.

For Wealth Builders Ready to Plan Their Future

A comprehensive strategy is the best way to ensure your hard work and planning build toward the future you envision for yourself.

We’ll help you create a blueprint for your future that puts you in a position where everything’s working toward your goals.

Helping You Design Your New Beginning

Your 360° Future™ Blueprint

Your 360° Future™ Blueprint is a proprietary process that helps you comprehensively design your new beginning of growth, purpose & fulfillment.

Relevant Living™ Risk Management Estate & Legacy 360° Asset Strategy Closely Held Business Tax Optimization
Relevant Living™
Your new beginning of growth, purpose & fulfillment: A proprietary, comprehensive process that helps you design your new beginning—determining what you want to do in the future and how you can make it happen
Risk Management
Our process identifies and assesses threats that could negatively affect your financial future. We’ll work with insurance professionals to develop strategies to minimize, mitigate, or eliminate the impact of unforeseen events and proactively protect you and your family, as well as your financial investments and other assets.
Estate & Legacy
Our Estate & Legacy component is typically a precursor to the legal documents created by an Estate Planning attorney. It illustrates how estate planning assumptions impact your finances during your lifetime and subsequent to your passing. If appropriate, this will include strategies for asset distribution, trusts, charitable giving, life insurance, and more
Tax Optimization
We work with CPAs who stay abreast of tax law changes and are aware of the short and long-term tradeoffs associated with various tax strategies. We utilize the term “tax optimization” rather than “tax minimization” because the best long-term strategy may be to pay additional taxes today in exchange for lower (or no) taxes in the future.
Closely-Held Businesses
Your business is most likely your largest asset and must be fully integrated into your personal planning. We’ll collaborate with exit planning and valuation professionals to incorporate the business value they’re maximizing into our planning process.
360° Asset Strategy™
Analyzing your entire balance sheet of assets and liabilities, helping you decide if each line item is serving a purpose and making a tangible contribution to your wealth and happiness
living-relevant-image

Relevant Living™

Your new beginning of growth, purpose & fulfillment: A proprietary, comprehensive process that helps you design your new beginning—determining what you want to do in the future and how you can make it happen

Testimonials

Clients Say

testimonial-image

“Your 360° Future™ Blueprint is a proprietary process that helps you comprehensively design your new beginning of growth, purpose & fulfillment.”

West Plam Beach Client

testimonial-image

“Your 360° Future™ Blueprint is a proprietary process that helps you comprehensively design your new beginning of growth, purpose & fulfillment.”

West Plam Beach Client

testimonial-image

“Your 360° Future™ Blueprint is a proprietary process that helps you comprehensively design your new beginning of growth, purpose & fulfillment.”

West Plam Beach Client

testimonial-image

“Your 360° Future™ Blueprint is a proprietary process that helps you comprehensively design your new beginning of growth, purpose & fulfillment.”

West Plam Beach Client

The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Sandene Strategies

The Sandene Strategies Difference

No pressure. No minimums. No judgment—only an obsessive focus on your success.

Proprietary, effective processes designed to help you build your future

Your 360° Future™ Blueprint

Relevant Living™

360° Asset Strategy™

Clear financial and life plans that reduce your uncertainty and get you moving toward the future of your dreams

Your dreams, quantified, make your vision for your future clear and tangible.

A guide by your side through your entire journey

Your empowered future—a life of growth, purpose and fulfillment—is just within your grasp…

We’ll help you reach it.

Footer Image

Your Future Is NOW.
Let’s Get to Work!

Your future isn’t going to get here sooner than you think—it’s here right now, and you need a plan.

Schedule a call to shape your future the way you’ve shaped your life.

Your Future Is Now. Let’s Get To Work!