High Achiever
/hy uh-CHEE-ver/
noun
High Achievers are driven to consistently meet and exceed ambitious goals, characterized by a strong work ethic, determination and self-discipline.
We’re High -Achievers,
Just Like You!
You’ve spent years building your reputation and status in your industry or profession. Your years of planning, dedication and hard work have paid off in a big way. Congratulations!
Personal financial planning and investment management are also very important to you, and your wealth has grown along with your career. Through your own efforts or with the assistance of a financial advisor, you know you’re making great progress towards your financial goals.
Nevertheless, there’s a feeling in the back of your mind that you’ve missed something… well, that someone has missed something…
Has Your Financial Advisor Failed to Grow with You?
We’ve Seen It Before
Perhaps your financial advisor hasn’t grown with you and is still discussing the same concepts and issues as they did years ago when you were in a much different place.
Maybe they’re just happy to manage your financial investments and have never asked about the rest of your balance sheet, tax strategy, retirement objectives or estate plan.
Their complacency is not in your best interest.
The Sandene Strategies Difference
We’re different. We steadfastly uphold our financial advisor fiduciary responsibility when acting in an advisory capacity and collaborate with a team of experienced professionals to bring a distinct financial planning approach into our clients’ lives.
We’ll work closely with you to develop Your 360° Future™ Blueprint, a comprehensive financial plan that incorporates the plans you have for your life.
Our Promise
You’ll get a clear and actionable financial plan that will seek to reduce your uncertainty and keep you moving in the right direction. But we won’t stop there: We’ll guide you the entire way to an empowered future of growth, purpose and fulfillment.
Like your home’s landscaping, even well-kept household finances require regular maintenance to stay on track in a rapidly changing world.
The following article outlines some of the money mistakes that can occur if a household becomes complacent about their finances.
Five Financial Strategy Mistakes of the Millionaires Next Door
An insider’s view on the important information you should know before beginning a financial planning engagement
The millionaires next door have a great life. They’ve been diligent savers and investors, building a multimillion-dollar investment portfolio with a healthy mix of tax-deferred retirement accounts and non-retirement accounts.
Their balance sheet is clean, with minimal, purposeful debt financed at reasonable interest rates.
They have long-term relationships with the professionals hired for investment, tax and estate planning advice
Your Future is Now