The One-Page Financial Plan: A Simple Way To Be Smart About Your Money

Physical

In Circulation

A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards

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.

The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there.

'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal

'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

Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.

What will you learn from this book

Simplicity - Keep your financial plan simple and easy to understand.
Clarity - Clearly define your financial goals and priorities.
Focus on What Matters - Concentrate on the things that will have the biggest impact on your financial well-being.
Behavior Matters - Understand your own financial behavior and how it impacts your decisions.
Start with the End in Mind - Begin by envisioning your ideal financial future, then work backwards to create a plan to achieve it.
Flexibility - Be willing to adapt your financial plan as your life circumstances change.
Risk Management - Understand and manage the risks associated with your financial decisions.
Seek Advice - Consider seeking advice from a financial professional to help you create and implement your financial plan.
Actionable Steps - Break down your financial goals into actionable steps that you can take to move closer to achieving them.
Review Regularly - Regularly review your financial plan to ensure that it is still aligned with your goals and priorities.

Language	English
ISBN-10	0241019443
ISBN-13	9780241019443
No of pages	211
Font Size	Medium
Book Publisher	Portfolio Penguin
Published Date	01 May 2015

About Author

Author : Carl Richards

Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States.

He is the creator of the weekly Sketch Guy column in the The New York Times, and is a columnist for Morningstar Advisor. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).

Carl's art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson's Gallery in New York, The Shultz Museum, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah.