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 theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, 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 Liam Thurman, Author of The Closer’s Edge - October 6, 2024
- Interview w/Cameron Bryant Founder of Found Revenue Solutions & Retirement Specialist at Federal Employee Advocates-Never Running Out of Money in Retirement - October 4, 2024
- Interview w/ Michelle Boyce, RICP, VP w/ Rosenzweig Financial Services Discussing The Power of Tax-Free Income - October 3, 2024
