The One-Page Financial Plan: A Simple Way To Be Smart About Your Money - Softcover

Richards, Carl

Softcover

ISBN 10: 0241019443 ISBN 13: 9780241019443

Publisher: Portfolio Penguin, 2015

Synopsis

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 and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.

About this title

Review

In a world where financial advice is (often purposely) complicated and filled with jargon, Carl distills what matters most into something that is easy and fun to read. The true measure of a brilliant book is whether the material is as relevant to an industry expert as it is to a layperson. The One-Page Financial Plan unquestionably is. Buy two copies one for yourself and one to hand to the nearest pundit.
Morgan Housel, columnist, The Wall Street Journal

There are very few financial writers who have been more influential for me than Carl Richards. Carl has done more to simplify the investing process than anyone else in America. His trademark combination of wit and illumination make The One-Page Financial Plan an instant classic in the genre. Don't invest another cent before you've digested this highly readable lesson.

Joshua M. Brown, CEO of Ritholtz Wealth Management and author of Backstage Wall Street

No one in the financial industry communicates like Carl Richards. And this is a skill especially evident in The One-Page Financial Plan. If you re skeptical that an effective plan for your life and your money can be limited to a single page, I encourage you to put Carl s process to the test. I m confident that, like mine, your time and effort will be well rewarded.
Tim Maurer, wealth advisor for Buckingham Asset Management and Forbes contributor

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, Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE

"

"In a world where financial advice is (often purposely) complicated and filled with jargon, Carl distills what matters most into something that is easy and fun to read. The true measure of a brilliant book is whether the material is as relevant to an industry expert as it is to a layperson. The One-Page Financial Plan unquestionably is. Buy two copies--one for yourself and one to hand to the nearest pundit."
--Morgan Housel, columnist, The Wall Street Journal

"There are very few financial writers who have been more influential for me than Carl Richards. Carl has done more to simplify the investing process than anyone else in America. His trademark combination of wit and illumination make The One-Page Financial Plan an instant classic in the genre. Don't invest another cent before you've digested this highly readable lesson."

--Joshua M. Brown, CEO of Ritholtz Wealth Management and author of Backstage Wall Street

"No one in the financial industry communicates like Carl Richards. And this is a skill especially evident in The One-Page Financial Plan. If you're skeptical that an effective plan for your life and your money can be limited to a single page, I encourage you to put Carl's process to the test. I'm confident that, like mine, your time and effort will be well rewarded."
--Tim Maurer, wealth advisor for Buckingham Asset Management and Forbes contributor

"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, Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE

About the Author

CARL RICHARDS is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the Director of Investor Education for the BAM ALLIANCE. You can find his work and sign up for his newsletter at behaviorgap.com. Richards lives with his family in Park City, Utah.

About this edition

• Publisher: Portfolio Penguin
• Publication date: 2015
• ISBN 10: 0241019443
• ISBN 13: 9780241019443
• Binding: Paperback
• Number of pages: 224