Financial planning is a lifelong pursuit. At Sensible Money, we are dedicated to making lifetime commitments to our clients as they prepare for and transition into retirement. Clients go through a comprehensive, holistic retirement planning process that is customized to their goals and values. Our process is designed to bring clarity about the variety of issues retirees face, including topics such as Social Security, Healthcare in Retirement, Tax Efficient Withdrawal Strategies, Executive Compensation & Stock Option planning, etc. In the final stage of our planning process, we then align your investments with your plan using an asset-liability matching portfolio approach that is desig