$14,995.00 USD

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The One Page Financial Plan Custom

The whole kit and caboodle. 

What you'll get:

  • The One Page Financial Plan Templates (Google and Microsoft Office versions)
  • The One Page Financial Plan Course (plus bonuses including the Live/Give/Owe/Grow sheet and Discovery Call Recap)
  • Bonus video conversation with Carl about asking good questions
  • Customized coaching and design

After completing the course, you'll receive 2 immediate coaching sessions with Jeremy to custom create your firm's One Page Plan - tailored to your branding and your planning approach. 

Once that is completed, you will get a total of 4 quarterly calls over the next year to update, tweak, and best implement the One Page Financial Plan into your firm. This helps prevent any technical or personnel issues from preventing the full use of the plan. 

*Note: this offer is limited to the first 5 purchases*