Carl Richards

The One-Page Financial Plan

The One-Page Financial Plan

A Simple Way To Be Smart About Your Money


'Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once, they've begged, "Just tell me what to do".'

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.

In The One-Page Financial Plan, leading financial advisor and New York Times columnist Carl Richards helps you identify your values and goals. His simple steps show you how to prioritize what you really want in life and figure out how to get there.