The One-Page Financial Plan

Financial advisor Carl Richards offers a fresh perspective on personal finance in his bestselling book. By prioritizing what’s most important to you in a single page, Richards shows readers how to create a financial plan that aligns with their goals and values. Rather than striving for perfection, Richards advocates for a process of guessing and adjusting as needed. The book covers a range of topics, including investing, allocating funds, and life insurance, but focuses on building a clear big-picture vision for your financial future. With Richards’ guidance, readers will be better equipped to handle unexpected events and feel more confident about their financial decisions.