The One-Page Financial Plan
By Carl Richards
A Simple Way to be Smart About Your Money. Portfolio / Penguin, 2015.
Summary of The One-Page Financial Plan book by Carl Richards
A simplification of the complex world of fiscal management so you can budget better and a refreshing perspective to inspire financial control, how best to conquer it, and stick to it for life.
Chapters in The One-Page Financial Plan book summary
What do you get from this book? A fresh, honest look at money and how to create a customized financial plan
Forget everything you’ve been told about financial plans and answer just one very simple question
Turn what you thought were unattainable dreams into reality by assigning flexible goals to each core value
It’s crucial to know the value of everything you own, and the precise dollar amounts of what you owe
Look at where you are now, where you want to be, and implement strategies to narrow that gap
Think of your savings as an expense and “pay it” every month with an automatic deposit
Purchasing a life insurance policy with the minimum payout for your needs is good enough
Paying down debts and making smart investments will keep your financial plan on track
Dabbling in the stock market can break you if you don’t fully understand the intricacies of investments
The best strategy to avoid making the “big mistake” is to hire a financial advisor
Summary of the key insights
Selected critiques in brief
Final word
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The One-Page Financial Plan — Book Summary Snapshot
Who should read The One-Page Financial Plan book
- Investment coaches
- wealth management advisors
- families wanting to better their financial situation
- those seeking a monetary goal
- anyone on a budget
About the author of The One-Page Financial Plan
Carl Richards
Certified Financial Planner Carl Richards is the director of investor education for the Bam Alliance, a group of independent wealth management firms in the United States. He is also an author, columnist, global keynote speaker and creator of the weekly “Sketch Guy” column featured in the New York Times.
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