Our Sensible Financial Planning: A Lifetime Approach to Financial Peace of Mind guidebook covers a wide range of financial planning basics. It walks readers through seven different “life phases” – ranging from attending school to late retirement. The guidebook addresses some of the most common financial planning steps, such as living within your means and it provides retirement planning strategies that you can apply to various situations.

Lifetime financial planning should help you reach your life goals, not just your financial goals. Sensible Financial focuses on the idea of a sustainable living standard, one that you can maintain throughout your life, both before and after retirement. One of the goals of this guidebook is to help you know what to look for in a financial planner.

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