The One-Page Financial Plan

by Carl Richards
The One-Page Financial Plan cover
Good Books rating 4.23
Business and Economics
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Technical
  • ID: 6560
  • Added: 2025-11-22
  • Updated: 2025-11-22
  • ISBN: 9780698184565
  • Publisher: Penguin
  • Published: 2015-03-31
  • Reviews: 3

The One-Page Financial Plan offers a refreshing approach to personal finance, emphasizing simplicity and clarity over complexity. Author Carl Richards argues that most people feel overwhelmed by financial advice, leading to inaction. He proposes a one-page plan that prioritizes your life goals, making financial decisions more manageable and less stressful. /n/n Richards emphasizes that financial planning isn't about predicting the future or making perfect decisions. Instead, it's about creating a process that adapts to life's uncertainties. The book covers practical topics like investing, insurance, and budgeting, but always within the context of what's most important to you. Whether you're facing job loss, unexpected expenses, or major life changes, this plan helps you stay on track.

Reviews
The Rockstar Advocate · 2025-11-22
helpful 4.50

The book effectively identifies common financial hangups and encourages taking action. It simplifies financial planning into manageable steps.

The reviewer found the book to be incredibly helpful in breaking down their financial anxieties and identifying the root causes of their money-related stress. They appreciated the straightforward approach and practical advice, which made financial planning feel less overwhelming. The book's focus on actionable steps and its ability to simplify complex financial concepts were particularly praised. Overall, it was seen as a valuable resource for anyone looking to take control of their financial future.

Quick quotes

    The One Page Financial Plan very effectively broke down and identified my hangups with and around money and helped me realize I needed to take action.

    Richards does a great job of talking about financial planning without a lot of industry jargon.

    The book helps address many of the mind games we play with ourselves about money.

Kitces · 2021-10-18
focused 4.20

The book helps clients and advisors focus on what truly matters in financial planning, emphasizing the importance of the planning process itself.

The reviewer appreciated how the book shifts the focus from the end goal to the process of financial planning, which they found to be a valuable perspective. They noted that the book's emphasis on what truly matters in financial planning helps both clients and advisors stay focused and aligned. The reviewer also highlighted the book's ability to simplify complex financial concepts, making it a useful tool for anyone involved in financial planning.

Quick quotes

    The One-Page Financial Plan helps clients and advisors focus on the right things and shows that the Process of Planning is more important.

    The book helps address many of the mind games we play with ourselves about money.

    Richards does a great job of talking about financial planning without a lot of industry jargon.

William Knelsen · 2015-08-23
practical 4.00

The book is particularly useful for those struggling with financial anxiety, offering guidance and a simple approach to financial planning.

The reviewer highlighted how the book provides a practical and straightforward approach to financial planning, making it less intimidating for those who feel overwhelmed by the subject. They noted that the book's simplicity and clarity make it accessible to a wide audience, particularly those who struggle with financial anxiety. The reviewer appreciated the book's focus on the process of planning rather than just the end goal, which they found to be a refreshing perspective.

Quick quotes

    The One-Page Financial Plan will be helpful for anyone who struggles with financial anxiety, or those who would simply like some guidance for their financial future.

    Carl Richards provides a simple and practical approach to financial planning.

    One you start the process it does not looks intimidating as most people assume.

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