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Relevant Living: Your New Beginning of Growth, Purpose & Fulfillment

What’s Next? We’ve heard the story many times. An entrepreneur successfully navigates past and through all the obstacles on the course of starting, growing, and scaling their business. They plan and execute the sale of their business. Against overwhelming odds, they arrive at the end of their journey with a life-changing pile of cash! It […]

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Relevant Living™ – A Mountain With No Top

If you want to create a new beginning—a life of purpose and fulfillment—the most important factor, by far, is to have a growth mindset. People with a growth mindset believe in abundance and are dedicated to expanding their knowledge while constantly seeking self-improvement. They’re on a continuous lifetime journey, enjoying the thrill and fulfillment of

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Sandene Strategies Adds Two Awesome Experts to Help You Build Your Future—Let’s Get to Work!

We’re so excited to announce this! Two incredible experts have joined our team to give you the top-tier service and experience you’ve come to expect from Sandene Strategies. With their unique skills and decades of experience, they’ll ensure we can give you the most comprehensive plan possible for your finances and your life, both now

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SANDENE STRATEGIES CORE VALUES: The Foundational Characteristics We Stand Upon…

Integrity became our founder’s most important core value when he adopted the Certified Financial Planner® Code of Ethics in 1999. The CFP® Board takes a traditional approach to integrity as a core value, using terms such as trust, honesty, and candor in its definition. We operated under this definition of integrity for many years, until

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Acquiring a Small Business? No Deal is Better Than a Bad Deal!

Steve Adams is smart, self-confident, and pays great attention to detail. After graduating from the University of Rhode Island with a degree in computer science, he began a 20-year career in software engineering and project management. His professional success was a result of his strong work ethic and a personal optimism that stems from his

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Relevant Living™ – Core Values: Your Solid Foundation for a New Beginning

Last week, we explained why a growth mindset is absolutely necessary to create a new beginning of growth, purpose and fulfillment. Today, we’ll dive into your core values—those internal beliefs that are foundational for your decision-making and will lead you to your highest levels of fulfillment. Your core values will reflect your actual behavior and

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96% of Business Owners Don’t Have a Personal Plan for Their Future

Here’s How to Join the 4% Club96% of business owners don’t have a personal financial and life plan that incorporates their business plan—does that include you? If you’re like most business owners, you spend the majority of your time putting out fires and making sure your business is able to thrive from one day to

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Owner Dependency: Do you own a high-stress job or are you an entrepreneur running a business?

In last week’s story, Steve Adams left the comfort of his corporate career to become a business owner. He identified and acquired an iron and metal fabrication business, ABC Metalworks, without engaging a financial advisor or an experienced M&A (buy-side) professional. As a result, he missed or overlooked issues with the business that he would

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Colonel Sanders: An Entrepreneurial Journey of Perseverance

“A man is not old until regrets take the place of dreams.” – John Barrymore I spent the first fifteen years of my career in corporate finance positions. As my responsibilities increased, my enthusiasm for playing a supporting role in big company diminished proportionally. Dictating policy and keeping score from an ivory tower—separated by many

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