The One-Page Financial Plan. Book Summary

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Carl Richards

What’s inside

This book simplifies financial planning, advising on how to align money management with personal values to achieve goals.

You’ll Learn

  • Gain clarity on personal financial goals
  • Learn to create a simple and flexible budget
  • Understand basic investment strategies
  • Develop a personal and adaptable financial plan

Key Points

  • Clarify your life’s financial goals
  • Budgeting with simplicity and flexibility
  • Investing principles for long-term success
  • Creating a sustainable financial plan
  • Adjusting your plan as life changes
  • Understanding your money’s impact on your life

Who’s it For

  • Individuals seeking financial literacy
  • Young professionals
  • People looking for budgeting advice
  • Readers interested in personal finance management

About the author

Carl Richards is a financial planner and the author known for his ‘Sketch Guy’ column in The New York Times.