2004 - 2004
Discovered Big Picture/Macro Planning
Founded Abrahamsen Financial Group
I embarked on a journey to find an advisor to help me put everything together and soon realized that it was like trying to find a needle in the haystack. A few years later I discovered a planning process called LEAP. Being impressed with LEAP, I became friends with the owner and founder of that company, who eventually became my mentor and inspired me to form Abrahamsen Financial Group.
After September 11, 2001, I realized the importance of looking at the bigger picture. At the time I was a successful business owner, husband with little children, and I did not have a plan. I had money in a brokerage account, a pension plan, life insurance policies, but no strategic plan.