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Put your financial plan down on one page. Is this possible?
If it is possible, is it effective?
The answer to both of these things are a resounding, Yes!
When it comes to life as a financial advisor, Carl Richards says, the conversation always turns to the same thing: “Just tell me what to do to.”
People are overwhelmed with the options and are paralyzed by what to do… until now.
Carl, with his second book, The One-Page Financial Plan, has made an effort to end the confusion and paralysis once and for all. On today’s episode of the YoPro Wealth podcast, Carl and I get straight to the point and talk about the things that truly matter about money, and of course, exactly how you can create your own One-Page Financial Plan.
In this episode, we talk about a lot of things, including:
- The most powerful question you need to answer (that will save you a lot of heartache in the future)
- The sophistication of simplicity, and the things that really matter with your money
- How to fill out your one-page financial plan
- The “reality check” that you need to do before you go anywhere
- The way to deal with finances with your spouse (critical info)
- The secret to MASSIVE wealth
- And much, much more.
- The One-Page Financial Plan – Carl Richards
Win 2 FREE Signed Books:
Would you like to win a free signed copy of The One-Page Financial Plan and Make Money, Live Wealthy? Learn how here:
What is the greatest lesson you’ve learned about money and finances? Write it out on a napkin (preferably with a Sharpie) in a chart or whatever you’d like, email it to me and you’ll be entered to win 2 FREE signed book!
- Step 1: Draw out your favorite financial/wealth lesson on a napkin (see examples and entries below!).
- Step 2: Email your drawings to [email protected].
- Step 3: Check our emails to see if you’re one of the winners! You can join thousands and sign up for updates HERE.
Examples (Source: Carl Richards of BehaviorGap.com):