Sandene Strategies
Your Future Is Now. Let's Get to Work!
Sandene Strategies is a comprehensive financial planning firm serving entrepreneurs, executives, and wealth builders who are ready to design their next new beginning. Their proprietary Your 360 Future Blueprint process looks at the entirety of your finances and your life, creating a plan built around what matters most to you.
Request an IntroductionABOUT SANDENE STRATEGIES
Financial Planning Built Around Your Life
Most financial planners focus on the money. Sandene Strategies starts with your life. Their planning process begins with a conversation about your vision for the future, your goals, your values, and what growth, purpose, and fulfillment look like for you specifically. Only then does the financial plan take shape around that vision.
Sandene Strategies serves high achievers who are approaching a new beginning, whether that means selling a business, transitioning from a corporate career, or simply deciding it is time to get serious about building wealth. Their clients are driven, goal-oriented people who expect the same intensity and commitment from their financial advisor that they bring to everything else in their lives.
Located in Addison, Texas, Sandene Strategies operates with no minimums, no pressure, and no judgment, only an obsessive focus on their clients' success. They uphold their fiduciary responsibilities in an advisory capacity and are guided by core values of integrity, excellence, diligence, generosity, and collaboration.
WHO THEY SERVE
Built for High Achievers
Sandene Strategies serves three distinct audiences, each at a different stage of their financial journey but united by a shared drive to build a future of growth, purpose, and fulfillment.
Growth-Minded Entrepreneurs
Many entrepreneurs lack a personal financial plan that incorporates their business plan. Sandene Strategies integrates both to give you a full perspective on growing your wealth to match your future needs.
Driven Executives and Professionals
For those who have achieved financial security through a successful career, Sandene Strategies helps organize and structure your wealth for the future you have in mind, whether that means retirement or your next adventure.
Wealth Builders Ready to Plan
For those who work hard and are ready to focus on building their wealth, Sandene Strategies creates a comprehensive plan that considers both your finances and your life plans, keeping you moving toward an empowered future.
THE BLUEPRINT COMPONENTS
Six Components. One Comprehensive Plan.
The Your 360 Future Blueprint process covers every dimension of your financial life, ensuring nothing is overlooked and every piece is connected.
Your 360 Future Blueprint
Sandene Strategies' proprietary planning process looks at the entirety of your finances and your life, tying every piece together into a comprehensive blueprint designed around your vision for the future.
360 Asset Strategy
A full evaluation of your personal balance sheet, assessing every significant asset and liability to ensure each one is still fulfilling its original purpose and contributing to your long-term wealth and happiness.
Closely-Held Business Planning
For entrepreneurs, your business is your largest asset. Sandene Strategies collaborates with exit planning and valuation professionals to accurately incorporate your business into your personal financial plan.
Tax Integration
Working alongside CPAs who stay current on tax law, Sandene Strategies integrates tax strategies directly into your financial plan, balancing current liabilities against potential future outcomes.
Risk Management
Their process identifies and assesses threats that could negatively affect your financial future, then works with insurance professionals to develop strategies that proactively protect your family and assets.
Estate and Legacy Planning
The estate and legacy component illustrates how planning assumptions impact your finances during your lifetime and beyond, including strategies for asset distribution, trusts, charitable giving, and life insurance.
HOW THEY OPERATE
No Pressure. No Judgment. No Minimums.
Sandene Strategies operates differently from most financial planning firms. There are no account minimums, no pressure to move quickly, and no judgment about where you are starting from. Their only focus is on your success.
As a fiduciary, Sandene Strategies is legally and ethically obligated to act in your best interest at all times. This means their recommendations are driven entirely by what is right for you, not by commissions or product incentives.
What Clients Are Saying
"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."
Dean F. - Technology Consultant
This statement is a testimonial by a client of the financial professional. The client has not been paid or received any compensation for making these statements. These views may not be representative of the views of other clients and are not indicative of future performance or success.
THE PROCESS
How Sandene Strategies Works
Discover Your Goals
The process begins with a deep conversation about your life's plans and your vision for the future. What matters most to you? What will your days look like? Where will you live? These questions shape everything that follows.
Build Your Blueprint
Using the Your 360 Future Blueprint process, Sandene Strategies evaluates your full financial picture, including assets, liabilities, business interests, tax situation, estate plans, and risk exposures, to create a comprehensive plan.
Implement and Invest
With your blueprint in hand, Sandene Strategies guides you through implementation, including investment strategy through their Smarter Planning, Smarter Investing approach, aligned with your goals and timeline.
Stay the Course Together
Your plan evolves as your life does. Sandene Strategies stays by your side through every new beginning, adjusting your blueprint as goals are reached and new ones are set, keeping you on track toward growth, purpose, and fulfillment.
GET CONNECTED
Request an Introduction to Sandene Strategies
Ready to start designing your future? Fill out the form and the SaffHire team will connect you directly with Sandene Strategies to schedule your first conversation.
Fast introduction, usually within 1 business day
No obligation, no pressure, no minimums
Serving entrepreneurs, executives, and wealth builders
Fiduciary advisor, always acting in your best interest
Sandene Strategies
15851 Dallas Parkway, Suite 400, Addison, TX 75001 | (972) 789-1201