The One-Page Financial Plan

Creating a financial plan is overwhelming. Financial books, magazines and websites offer long lists of options that are confusing, convoluted and contradictory. With 20 years of experience as a financial adviser, this book provides napkin illustrations, simple rules and financial shortcuts to help you take those important 12 steps.

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>

Auteur
Carl Richards is a certified financial planner, author of The Behavior Gap, and founder of Prasada Capital Management. His column, The Sketch Guy, runs weekly on The New York Times website, and he is a columnist for Motley Fool. Richards appears regularly on National Public Radio's Marketplace Money, and is a frequent keynote speaker at financial planning conferences and visual learning events. He lives in Park City, Utah, with his family.

Résumé
Helps you identify your values and goals. This title shows you how to prioritize what you really want in life and figure out how to get there.