Book Review: The One-Page Financial Plan by Carl Richards

One Page Financial Plan BookHave you ever asked yourself why money is important to you? It seems like such a simple question, but I challenge you to take a couple minutes to think about it. Ultimately, our sincere response to that question will reveal to us how we should set up our financial plan.

This is how Carl Richards would like you to begin when writing your one-page financial plan. Once you know why money is important to you, you will be able to start planning how to use your money.

In this remarkably down-to-earth book, Richards simplifies financial planning by revealing the mysteries of what is often a confusing and exhausting ordeal. His goal is not to get you to make all the so-called correct financial decisions by creating a 50-page plan. Rather, by asking some basic questions, he guides you through the process of creating a simple and flexible plan that is uniquely suited to your values and goals.

The One-Page Financial Plan will be helpful for anyone who struggles with financial anxiety, or those who would simply like some guidance for how to begin to create a financial plan. This book has no magic formula, only an honest professional who wants to see people succeed financially.

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