The One Page Financial Plan

 

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Why should financial advisors implement One Page Plans?  

 

Planning is more valuable than The Plan.

Life isn't linear. Plans need to be flexible, adaptable, yet still relevant. 


Simplicity is better than complexity.

Real advisors are able to take complex scenarios and distill down to simplicity.

Everyone should focus on the right things.

Using a tool that clients will actually look at on a regular basis helps them (and us) focus on the right things.

 

One Page Template


Just looking for a One Page Financial Plan template? Download, customize, and go with this option. Download includes the document, supporting spreadsheet, and a quick video walk through. 

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One Page Course


The course includes The One Page Financial Plan templates alongside 14 videos with Jeremy and Carl walking through the process. Plus it includes bonuses of the Live/Give/Owe/Grow worksheet, the Discovery Call Recap template, and an extra session with Carl about asking good questions. It'll include everything you need to get started with implementing your own One Page Financial Plans in your firm.

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One Page Custom


This includes the course and the template PLUS a total of six live sessions with Jeremy. We'll custom create your own One Page Plan template tailor-made to your firm's approach and branding. 

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What People Are Saying

 

"The One Page Plan has been a game changer for us. It allows our clients to have a digestible, easy to read snapshot of their current finances, while helping us clearly demonstrate how we are helping clients make actual progress towards achieving their goals.

Michael Hartman, CFP®, RICP®

Hyperion Financial

"Your 1 pager is insanely great. It 100% does what it's supposed to do: give a quick snapshot of the big picture and things that matter. " 

Joe M. 

Client

"Implementing the One Page plan in my practice has transformed the planning process... 

The One Page plan is the future of plan delivery to clients.

Justin Castelli, CFP® 

RLS Wealth, Onramp Invest, AGC™

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About the Creators


Carl Richards literally wrote the book on The One Page Financial Plan.

Jeremy Walter took it and ran with it, first implementing it in his own firm and then fielding request after request from other advisors looking to do the same. 

Implementing a One Page Plan into any firm helps advisors be more efficient while simultaneously helping clients remain engaged and focused on the right things. 

Whether you're just looking to purchase the template, take a course, or hire Jeremy to customize your own firm's one page plan tailored to your brand and philosophies, you have options.

See the One Page Financial Plan options