Retire With Purpose On Time

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

5 Steps to a Confident Retirement

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.

Step 1: Discovery

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.

Step 2: Analysis

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.

Step 3: Action Plan

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.

Step 4: Implementation

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.

Step 5: Review

During regular reviews we evaluate your progress and make necessary adjustments as your needs evolve. This keeps you on course to retirement success.

The PT5 Process Explained

Is PT5 Right for You?

Find out in 15 minutes at no cost to you!

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.

Retire with Purpose on Time

Thanks for contacting us.  Someone from our office will be in touch soon to answer your question.

Retire with Purpose on Time

Congratulations on starting your financial journey with our exclusive PT5 retirement screening.  Someone from our office will be in touch soon to schedule an appointment.

Retire with Purpose on Time


We hope 3 Ways to Increase Return Without Additional Investment Risk is helpful to you on your financial Journey.