Carl Richards

The One-Page Financial Plan
  • The One-Page Financial Plan

  • 'Distills what matters most into something that is easy and fun to read' Morgan Housel, columnist, The Wall Street Journal

    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

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.

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