The One Page Financial Plan Course
Starting with a ready-made template, this course will walk you through from beginning to end the creation and implementation of a One Page Financial Plan. Instructors include Jeremy Walter and Carl Richards.
Planning is more valuable than The Plan
A One Page Plan is easily adaptable as life changes, and shows the value of an advisor being a guide and not a forecaster.
Simplicity is better than complexity.
A One Page Plan us the ultimate sign of distilling the super complex to elegant simplicity.
Focus on the right things.
A One Page Plan helps clients (and advisors) focus on the more important things, and not the wrong things competing for our attention.
"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
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You have options. Just want the One Page Plan template? Great. Want a full blown walk through course to go step by step? Have that option too. Desire someone to custom create your very own One Page Plan tailored to your brand and your niche? There's an option for that as well.
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