The One Page Financial Plan
One Page Financial Plan Options
The One Page Financial Plan Template
A fully built and customizable One Page Financial Plan. This purchase gets you two documents: a Google (or Microsoft Word) Doc and a Spreadsheet (or Microsoft Excel). While the client usually only sees the Doc, the Sheet does some number crunching and chart-creating in the background that will auto-populate the document once linked up. Purchasing this template also gets you a quick walk through video from Jeremy on how to link the documents together.
The One Page Financial Plan Course
Includes The One Page Financial Plan templates (Google Office and Microsoft Office) alongside 14 videos with Jeremy and Carl walking through the process, including the Why, When, What, and How of creating and implementing the One Page Plan in your firm. Also includes bonuses of the Live/Give/Owe/Grow worksheet, the Discovery Call Recap template, and an extra session with Carl about asking good questions. Everything you need to get started with implementing your own One Page Financial Plans in your firm.
The One Page Financial Plan Custom
Get the One Page Financial Plan template AND the 14 video course with bonus content PLUS a total of six sessions with Jeremy walking you through creating, designing, implementing, and refining the One Page Plan to fit your firm's processes, vendors, and branding. The first two sessions will happen soon after purchase, and then we will meet quarterly for a year to refine over time. This is limited to a total of 5 purchases.