We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.
The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.
Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Taliya Bashani CEO of TAB Law Firm - November 29, 2022
- Interview With Tom Rutkowski President of Innovative Retirement Strategies Discussing Using Life Insurance to Invest in Real Estate - November 29, 2022
- Episode #30-To covert or not to covert, that is the question-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf - November 29, 2022