RETIREMENT PLANNING IN WESTLAKE VILLAGE

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

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 bring clarity to those decisions.

Begin with an Exploratory Call  See 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

Families coming across this page often are not looking for a portfolio. They are looking for answers to questions that have started to feel pressing.

Approaching optional work

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

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

Families in transition

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

Business owners and executives after liquidity

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.

I
Step One

Exploratory Call

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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.
II
Step Two

Connection Visit

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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.
III
Step Three

Possibility Session

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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.
IV
Step Four

Vision Meeting

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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.
V
Step Five

Ongoing Relationship

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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 just 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.

"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 facing families
planning for retirement 

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

How do I know when work can become optional?

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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.

Can you work with my CPA and estate attorney?

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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.

Can you help after the sale of a business?

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Yes. Proceeds need a purpose — income, taxes, family, giving, and what comes next all move from abstract to immediate once a sale closes. Our Business Owner & Exit Planning page covers this in more depth.

Do you only work with clients in Westlake Village?

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No. Our office is in Westlake Village and many of the families we serve are in the Conejo Valley, but we work with clients across California and the country. Meetings can be in person or by video, whichever suits you.

Is there an account minimum?

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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.

What happens during the first conversation?

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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.

Client TestimonialsIn their words

The families we work with, on what the relationship has meant.


View All Client Testimonials

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

When You're Ready

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