The One-Page Financial Plan

Reviews / Votes

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 (R), 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