1295.00 USD

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The One Page Financial Plan + Call

The whole course plus a phone call with Jeremy 

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

Once you purchase the course, you'll get access to schedule a 60 minute call with Jeremy to talk all things One Page Financial Plans. 

Technical questions on modifying the plan for your own use? Check.

Practical questions for introducing the One Page idea to clients? Check.

Real life case uses on how Jeremy has been using it for 6 years? Check. 

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