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)
- Episode #21-Commitment after Four Dates-The All In-Definitely Podcast with Anwar R. Sadeek and Cyana Alvarez - February 3, 2023
- Episode 253-Chris Masiello on Finding Opportunity in Change with Lois Sonstegard,PHD - February 3, 2023
- Interview with Rebecca Macieira-Kaufmann, Founder of RMK Group and Author of FitCEO - February 1, 2023