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 Shay Jenkins and Sarah Alberts, Branch Manager and Loan Officer with S&S Mortgage Team - September 22, 2023
- Josh Sherrard, CEO of SNI – Philanthropy - September 20, 2023
- Interview with Justin Leger, Chief Operating Officer with Cybeats Discussing SBOM Studio - September 20, 2023