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.
The first visit is mutual discovery. Our team gets to know you, and you get to know us. We learn where you stand financially. You learn our philosophy, process and how we function.
We analyze the information gathered in the Discovery meeting and prepare Retirement Income Analysis, Investment Performance + Fee Analysis, and Social Security Maximization Report. Then we prepare written plan proposals and recommended actions.
We work together to ﬁne-tune a plan that meets your needs and requirements. We educate you on why we are making speciﬁc recommendations. This step allows you to make the best decisions regarding your ﬁnancial wellness.
We implement a plan that meets your needs and requirements. This is not a one-time plan as needs and requirements evolve over time. We are with you every step in your ﬁnancial future.
During regular reviews we evaluate your progress and make necessary adjustments as your needs evolve. This keeps you on course to retirement success.
Our PT5 Process gives you a retirement income blueprint including a (an):
We’ll donate 15 minutes of our time to answer your questions, and mutually determine whether or not you would benefit from our Purpose and Timeline 5 (PT5) Step Retirement Planning Process.
Our PT5 Process gives you the in-depth analysis you need to help you retire on time with purpose. We combine your goals with our financial expertise to chart your financial future. You get all of this for $2400.
Earliest, Latest, and Optimal Strategies
What You Own
What You're Paying
What You're Receiving in Return
A thorough, custom analysis of where you are today relative to where you'd like to be and recommended actions you can take to get you closer to that position
We hope 3 Ways to Increase Return Without Additional Investment Risk is helpful to you on your financial Journey.