The One-Page Financial Plan
By Carl Richards
A Simple Way to be Smart About Your Money. Portfolio / Penguin, 2015.
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16 mins read
13 Key insights
A brief summary of The One-Page Financial Plan
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.
Key insights in The One-Page Financial Plan
Who should read The One-Page Financial Plan
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
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.
Carl Richards
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