PT5 Planning Philosophy Retirement Planning Triplett-Westendorf Financial Group

Our PT5 Process Interview on Business Innovators Network

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.

We shared our unique financial planning approach with the Business Innovators Network.

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.

Leave a Reply

Your email address will not be published. Required fields are marked *