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.
Learn more: http://triplett-westendorf.com/ | https://mypt5.com/
Mike Saunders, MBA
Mike Saunders is the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals,Adjunct Marketing Professor at several Universities, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Daniel Wachs with Perpetual Wealth Management – Strategic Use of Leverage in Retirement Planning - January 15, 2026
- Interview with Daniel Wachs with Perpetual Wealth Management – Navigating the Complexities and Fears of Premium Finance - January 15, 2026
- Interview with Daniel Wachs with Perpetual Wealth Management – Leveraging Premium Finance - January 15, 2026
