Ms. Egurbide, a business coach, learned she is a strategic planner who gathers facts and organizes in advance.

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Since then, Sadana has jumped on board with SmartMoney Entrepreneurs, a company co-founded by Jeremy Andrews and David Brown-Landron, as its business development and strategic planner.

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Be strategic in spending down assets, says Michael Dixon, a certified financial planner in Palm Beach, Fla.

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