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)
- Jim Mortensen – President of R3 Continuum - September 28, 2023
- Interview with Yoseph Assefa, Loan Officer with American Financing - September 28, 2023
- Interview with Financial Professional Bill Andrews Discussing Objectives for Bond Allocations - September 26, 2023