The One-Page Financial Plan


It’s no surprise that even very successful people feel confused or paralyzed when dealing with money. They want the best advice—so, rather than do the “wrong thing,” they do nothing. What they don’t realize is that bad calls about money aren’t failures; they’re just what happens when emotional creatures have to make decisions about the future with limited information.

We have to commit to a process of guessing and making adjustments when things go off track. Of course we’re going to make the best guesses we can—but we’re not going to obsess over getting them exactly right.

The fact is, in a single page you can prioritize what you really want in life and figure out how to get there. That’s because a great financial plan has nothing to do with what the markets are doing or the hot stock your friend told you about. It has everything to do with what’s most important to you.

You may be wondering, “What about the details?” Don’t worry: Carl will address your concerns and share strategies that will take the complexity out of them.

Watch this conversation with Carl about getting clear on the big picture, so you can cope with the unexpected. In other words: life will happen. This webinar will help you bridge the gap between where you are now and where you want to go.

About Carl Richards:

Carl Richards

Carl 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, and In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Carl makes complex financial concepts easy to understand. His second book, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money (March 2015, Portfolio), uses these sketches to cut through the complexity people associate with financial decisions. It’s a practical how-to based on many of the principles in his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).

Carl’s art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson’s Gallery in New York, The Shultz Museum, and an upcoming exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah.

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