The One-Page Financial Plan
  • Published: 27 May 2015
  • ISBN: 9780241019443
  • Imprint: Portfolio
  • Format: Trade Paperback
  • Pages: 224
  • RRP: $45.00

The One-Page Financial Plan

A Simple Way To Be Smart About Your Money

Formats & editions
EBook
31 Mar 2015
Tr. Paperback
27 May 2015
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A simple, effective way to transform your finances and your life

'Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once, they've begged, "Just tell me what to do".'

Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions.

In The One-Page Financial Plan, leading financial advisor and New York Times columnist Carl Richards helps you identify your values and goals. His simple steps show you how to prioritize what you really want in life and figure out how to get there.
  • Published: 27 May 2015
  • ISBN: 9780241019443
  • Imprint: Portfolio
  • Format: Trade Paperback
  • Pages: 224
  • RRP: $45.00
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Praise for The One-Page Financial Plan

In a world where financial advice is (often purposely) complicated and filled with jargon, Carl distills what matters most into something that is easy and fun to read. The true measure of a brilliant book is whether the material is as relevant to an industry expert as it is to a layperson. The One-Page Financial Plan unquestionably is. Buy two copies - one for yourself and one to hand to the nearest pundit

Morgan Housel, columnist, The Wall Street Journal

There are very few financial writers that have been more influential for me than Carl Richards. Carl has done more to simplify the investing process than anyone else in America. His trademark combination of wit and illumination make The One-Page Financial Plan an instant classic in the genre. Don't invest another cent before you've digested this highly readable lesson

Joshua M. Brown, CEO of Ritholtz Wealth Management and author of Backstage Wall Street

No one in the financial industry communicates like Carl Richards. He has a gift for distilling truth from complexity without diluting it, a skill especially evident in The One-Page Financial Plan. If you're skeptical that an effective plan for your life and your money can be limited to a single page, I encourage you to put Carl's process to the test. I'm confident that, like mine, your time and effort will be well rewarded

Tim Maurer, CFP®, wealth advisor for Buckingham Asset Management and director of personal finance at the BAM Alliance

Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two

Manisha Thakor, CEO at MoneyZen Wealth Management