Your Future Is Now.

Let’s Get to Work!

Discover your goals, plan your future, and create your new beginning of growth, purpose and fulfillment!
Sandene Q4 Social Posts (21)

High Achievers

Going the Extra Mile

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: helping you identify and quantify your dreams and aspirations.  By exploring a broad range of financial and life scenarios, we look at what matters most to you, not just the money.

Financial Advice

Building Your Wealth

For Growth Minded Entrepreneurs

Your business is your wealth.

We understand.  We’re entrepreneurs too!

Unfortunately, we’ve that found that many entrepreneurs don’t have a personal financial plan that incorporates their business plan.

We’ll help you integrate your business and personal planning to give you a full perspective on how to grow your wealth to match your future needs.

Then we’ll guide you all the way to an empowered future of growth, purpose and fulfillment

For Driven Executives & Professionals

Your career has been amazing, and you’ve achieved financial security.

So have we.

Now it’s time to organize and structure your wealth 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

You work hard and are ready to focus on building your wealth.

We get it.  We’ve been there.

A comprehensive plan that considers your finances and your plans for your life is the best way to keep you moving forward, toward an empowered future of growth, purpose and fulfillment

We’ll help you create this blueprint for your future, and stay right by your side as you pursue your goals and set new ones.

 

Design Your New Beginning

Your 360° Future™ Blueprint

Your 360°Future™ Blueprint is our proprietary financial planning process, developed to help you design a plan for your new beginning of growth, purpose and fulfillment.

This process is our own. We do something most financial planners never do: We look at the entirety of your finances and your life, tying every piece together.

Here’s the real magic of our process—We’ll take a deep dive into your vision for your future, the new beginning you’re dreaming of, and blend it with a financial plan that’s designed with a goal to make it happen.

Relevant Living™ Estate & Legacy Closely-Held Business Tax Integration Risk Management 360° Asset Strategy
Relevant Living™
We’re different.
We begin our planning process with a discussion of your life’s plans. We’ll ask you to visualize your future.
What’s important to you?
What will your days look like?
Where will you live?
Estate & Legacy
Our Estate & Legacy component 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.
Closely-Held Businesses
Your business is most likely your largest asset and must be accurately represented in your personal planning. We’ll collaborate with exit planning and valuation professionals to incorporate your business’s value into our planning process.
360° Asset Strategy™
We’ll evaluate your personal balance sheet in its entirety: all your assets and liabilities. We’ll ask questions about whether each significant asset is still fulfilling its original purpose and making a tangible contribution to your wealth and happiness.
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 mitigate or manage the impact of unforeseen events, proactively protecting your family and your assets.
Tax Integration
We work with CPAs who are aware of tax law changes and tradeoffs between various tax strategies. We’ll integrate their tax strategies into your financial plan, enhancing your existing situation by balancing current tax liabilities against potential future outcomes.
Relevant Living™ Collapse
living-relevant-image

Relevant Living™

We’re different.

We begin our planning process with a discussion of your life’s plans.  We’ll ask you to visualize your future.
What’s important to you?
What will your days look like?
Where will you live?

Tax Integration
Risk Management
360° Asset Strategy™
Closely-Held Businesses
Estate & Legacy

Sandene Strategies

How We're Different

No pressure
No judgment
No minimums

—Only an obsessive focus on your success.

We steadfastly uphold our fiduciary responsibilities when acting in an advisory capacity and live by our core values:

Integrity

Excellence

Diligence

Generosity

Abundance

Discernment

Collaboration

Professionalism

Our proprietary processes are designed with a goal to help you build your future

Your 360°Future™ Blueprint

Smarter Planning, Smarter Investing™

Relevant Living™

360°Asset Strategy™

Comprehensive and dynamic financial planning that considers the plans you have for your life, reduces your uncertainty and gets you moving toward the future of your dreams.

With your dreams quantified, making your vision for your future clear and tangible, we’ll stay by your side as a guide through your entire journey.

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

We’ll help you pursue it.

Testimonials

What Our Clients Say

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“As an entrepreneur that experienced a few exits, it was critical that we worked with someone who could listen to us, guide us, and take care of part of our net worth. Jeff also understood when we invested in real estate that we wanted to diversify and manage on our own. It was very important to us that Jeff did not try to talk us out of these investments. As we move closer to retirement, Jeff is now transitioning with us as well. He treats us as partners vs. clients.”

This statement is a testimonial by a client of the financial professional as of 01/09/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does 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.

Dean F. - Technology Consultant

“I have been a very satisfied client of Jeff Sandene since the mid 1990’s. He has provided very detailed advice and planning over the years. He has always responded professionally with the expertise to deliver well thought-out solutions based upon our financial goals. Jeff’s communication includes both the benefits and challenges involved in the markets, which, in my opinion, is a testimony to his integrity and trustworthiness toward his fiduciary commitment to his clients.”

This statement is a testimonial by a client of the financial professional as of 01/15/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does 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.

Denny G. – Retired

"My wife and I have entrusted our financial well-being to Jeff for over 25 years. He has always treated us like we were the most important client he had, regardless of the size of our portfolio at the time."

This statement is a testimonial by a client of the financial professional as of 01/15/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does 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.

Frank C. – Retired

“Jeff has consistently demonstrated integrity and professionalism, managing our finances with a high level of technical expertise and clear, thoughtful guidance. He is always willing to take the time to meet with us, answer questions, and walk through multiple options, ensuring our best interests are prioritized in every decision. Over the years, his diligence, discernment, and unwavering commitment to doing what's right have earned our complete trust.”

This statement is a testimonial by a client of the financial professional as of 01/19/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does 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.

Brian N. - Corporate Property Manager

“I’ve worked with other financial advisors in the past. However, I was often disappointed with their lack of attention and poor follow-through. It was clear that my accounts were rarely top of mind. I moved to Sandene Strategies almost two years ago. Jeff provides a much higher level of attention. He takes the time to understand our lifestyle and goals. What’s more, Jeff is comfortable working with our accountant and attorney to be sure our investments are in sync with their professional guidance. I have nothing but good things to say about my experience with Jeff and the Sandene Strategies’ team.”

This statement is a testimonial by a client of the financial professional as of 01/23/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does 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.

Dan V. - Investment Banker

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.