Financial Consultation Documents
Planning PT5 Financial Planning visit?
To get ready for your PT5 financial planning visit please review the “Documents Checklist” and complete the “Spending Plan”. You can download them and complete by hand or complete them on your computer and save a copy.
When you have them completed, you can upload them here or email them to us at: info@triplettwestendorf.com.
Document Checklist
The documents you need for your custom retirement analysis.
Spending Plan
An assessment of your monthly expenses.
Planning Review visit?
For clients preparing for their review visits please utilize the “Life Event Review” and “Trusted Contact Form” to update your file.
When you have them completed, you can upload them here or email them to us at: info@triplettwestendorf.com.
Life Event Review
What has changed in your life that can impact your financial future?
Trusted Contact Form
Who you want to help with your finances when you need assistance.
Vacation Budget Worksheet
Have Fun, Know What You Spend
Vacations are great. Especially when you can enjoy them knowing you planned your spending the right way. Our vacation budget worksheet can help you track your spending.
Contact Us For More Help
Transitional Birthdays Beginning at 50
Every birthday could be viewed as a milestone, but once you reach age 50 there are specific birthday’s that may impact your financial life more than others. We’ve identified 10 transitional birthdays with significant meaning.
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