About the Book

This is 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 overwhelmingbut 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

About the Author

Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States. He is the creator of the weekly Sketch Guy column in the The New York Times, and is a columnist for Morningstar Advisor. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

About the Reviews

An easy to read book that gives the practical tools to successfully execute the most critical element for your financial health!

Your financial health is not determined by buying the cheapest index fund (although it might help)! It is determined by avoiding bad investment behaviour that leads the average global investor to under-perform the historical return we read about in the papers by 1.5% a year. A One-Page Financial Plan is the solution to avoid this underperformance.

Read this book, make your One-Page Financial Plan and behave for a long time to achieve financial peace of mind and a hopefully a worry free (ok, worry little) retirement.

*********************************

Love this book. I've been in the financial advice business for over 20 years and I can vouch for the advice that Carl is giving in this book. Simple; wise and something you can put into practice. I thought his ideas on making a competition/contest on reducing spending were good. And also controlling what you can control but most importantly know your why and just follow the plan.

You will do well to follow the principles in this book.

*********************************

I'll keep this book. I underlined a lot and made copious notes.

3-key takeaways:

  1. Defining WHY money is important to you is the single biggest factor in a financial plan.
  2. Having a written plan, even if it's on a napkin, makes a huge difference in achieving success. If not written down, you'll forget the plan and prevent people from asking you meaningful questions about the plan.
  3. The silver lining to our financial mistakes ... which we ALL make ... is to leave a trail. A written timeline of what we did right and what we did wrong.

If you had told me I would benefit from a financial planning book written by a man who went bankrupt, I would have laughed in your face. But I did, and I'm grinning with enjoyment, not laughing at him.

Product Info

Paperback: 224
Publisher: Penguin Books (April 2, 2015)
Language: English
Average Customer Review: 4.3 out of 5 stars 223 customer reviews

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