Retirement Planning · Westlake Village, CaliforniaA clearer path from meaningful wealth to a well-used retirement.

For business owners and families in the Conejo Valley, retirement is rarely a single decision. It is a series of them — about time, work, family, and what your wealth is meant to support. We help you make those decisions with clarity.

Begin with an Exploratory CallSee How We Work

Sorensen Wealth Management provides retirement planning and wealth management for
business owners and families in Westlake Village and the greater Conejo Valley.

Who We HelpPlanning for the people whose next chapter is already in motion

Most of the families who find this page are not looking for a portfolio. They are looking for answers to questions that have started to feel pressing.

Approaching optional work

You want to know when work can become optional — and how your lifestyle, income, and identity change when it does.

Retired families seeking spending clarity

You want more clarity around income, lifestyle, gifting, and what "enough" really looks like across a long retirement.

Families in transition

Widowhood, divorce, caregiving, or inheritance has made retirement decisions feel heavier than they should.

Business owners and executives after liquidity

A sale, bonus, equity event, or concentrated position has created new options — and new complexity — for the years ahead.

The SWM Wealth NavigatorA relationship, built in five deliberate steps.

The Wealth Navigator is how every client relationship at Sorensen Wealth Management begins and deepens — the same process introduced on our homepage, applied here to retirement.

Client Centered

  • A relaxed first conversation about what stage of life you are in, what feels unsettled, and whether there is a mutual fit.

    Objective:
    CLarITY ON FIT AND THE RIGHT NEXT CONVERSATION.

  • We map the people, priorities, and decisions already shaping your financial life so the relationship starts with context.

    objective:
    A CLEARER PICTURE OF WHAT MATTERS MOST RIGHT NOW.

  • We examine what your resources may be able to support and where the biggest planning choices or tradeoffs live.

    objective:
    A MORE CONCRETE SENSE OF WHAT MAY BE POSSIBLE.

  • Planning, investments, and next-step priorities are aligned around the life your wealth is meant to support.

    objective:
    A MORE INTENTIONAL PATH AND CLEARER DECISIONS.

  • As life evolves, the work continues through reviews, planning decisions, and thoughtful coordination over time.

    objective:
    CONTINUITY, CONTEXT, AND A STEADY DECISION PARTNER.

Retirement, Specifically The conversations that shape a Westlake Village retirement

These are not financial questions. They're life questions — the kind that tend to surface as retirement moves from someday to soon.

"When can work actually become optional?"

The question isn't only financial readiness — it's what the next chapter is meant to hold, and whether you're ready to step into it.

Timing

Separating financial readiness from emotional readiness

"Can we actually spend this?"

Some families do everything right, then hesitate when it's time to use what they built. The question isn't really about numbers. It's about permission.

Freedom

Permission to enjoy what you've built

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"What happens after the business sells?"

A liquidity event creates options and complexity at the same time. Thoughtful sequencing — before and after the sale — shapes everything that follows.

Transition

Finding steady ground when everything changes at once

"What does enough actually look like?"

For many families the challenge isn't a lack of resources — it's a lack of clarity around what those resources can support.

Possibility

Seeing what your wealth may be able to support

Common QuestionsQuestions families ask us about
retirement planning

A few answers specific to this page. Our full FAQ library covers more about the firm and how we work.

  • It is less a single number than a picture: what your life costs, what your resources can reliably provide, and what you want your time to hold. The Possibility Session is designed to bring that picture into focus — for some families, it's the first time they've seen it in one place.

  • With your permission, we can communicate and share information with the professionals you already work with, so the planning, tax, and estate pieces of your financial life are considered together rather than in isolation. We do not provide legal or tax advice, and we believe the professionals who do should never be working from different assumptions.

  • Yes — planning around a business transition, before, during, and after a sale, is part of the work we do. A liquidity event raises questions about timing, taxes, spending, and what comes next, and those questions deserve to be thought through as one picture. We work alongside your CPA and transaction counsel on the pieces that fall within their expertise.

  • Our home is Westlake Village, and many of our clients are our neighbors in the Conejo Valley — but we work with families wherever life has taken them.

  • Fit is less about a single number and more about complexity, responsibility, and the desire for a deeper advisory relationship. The Exploratory Call is how we find out together.

  • The Exploratory Call is brief and unhurried: you tell us what is on your mind, we describe how we work, and we both decide whether a Connection Visit makes sense. Nothing is prepared for you to buy.

Begin with a conversation, not a commitment.

If retirement — or the question of when work becomes optional — has been on your mind, an Exploratory Call is the natural first step.

Schedule an Exploratory Call