One Page Financail Plan
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The One Page Financial Plan

Read What People are Saying:

"...comprehensive, and easy to understand and complete...takes readers from A to Z."

The unique theme of "The One Page Financial Plan" is that a "good" financial plan maintains your retirement assets to age 95. I love it! The book itself guides users at all levels of financial sophistication to develop a "good" one page financial plan. The worksheets provided are comprehensive, and easy to understand and complete. The background material discussing financial choices and alternatives is well presented and thought provoking. People of all ages should develop a financial plan and I highly recommend "The One Page Financial Plan" which successfully takes readers from A to Z.

H.G., Stamford, CT


" brings wonderful Peace of Mind."

Having just updated my one pager last Friday, I can testify that it brings wonderful peace of mind, especially if you plug in the most conservative assumptions about costs, income, taxes, etc. The book itself is more than a step by step approach to one page planning because it offers many insights on financial issues that may help you refine the one pager, or simply help you be smarter in general in your financial planning. In this product you have the benefit of a comprehensive personal approach to retirement financial planning that has been developed by a professional who has many years of experience.

R.D., New Canaan, CT

"...offers clear, concise financial planning tools"

Anyone can use the “OPFP” successfully, even if you don't have a financial background. It offers clear, concise financial planning tools. Useful for everyone regardless of assets or investing experience. If you've been successful, there's a unique tool to help you maintain a worry free lifestyle in retirement.

P.E., Copake, NY


"...very complete and entertaining product..."

I would recommend this very complete and entertaining product to help anyone to organize their financial affairs and prepare for retirement. I have been retired for almost 15 years from the financial services industry and found this book to be very helpful. I sent copies to my three daughters and suggested that they take the time to organize now!!!

P.B., Highland Beach, FL

"...awesome... "

I've always let my husband take care of the family finances but really wanted to become more involved and knowleadgeable. I was always intimidated by budgeting and felt overwhelmed about how to invest our money. However, after reading the book and using the software, I feel thoroughly educated and empowered to help manage our financial future. This book and the software are awesome tools to help my family create and manage our yearly budget and invest and save for our future. The spreadsheet models are simple to use and the book is like getting 2 books in 1! ( budgeting strategies to manage our finances now AND planning and investment strategies to save for our future). LOVE this book!!

D.T., Jupiter, FL


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