The One-Page Plan
The resources below will help you understand and create a client’s one-page plan.
Start here.
Learn how to generate a One-Page Plan report on the advisor web portal.
1: Introducing the One-Page Plan
Reese and Carl introduce the One-Page Plan and the effect it can have on client relationships
2: Drafting the Statement of Financial Purpose
Carl Richards works through the foundational process of drafting the statement of financial purpose on the One-Page Plan
3: Clarifying Goals
Carl Richards discusses how to clarify goals from a client’s statement of financial purpose and how it fits into the One-Page Plan
4: Identifying Next Steps
Carl Richards explains how to identify next steps and how they flow naturally out of clearly defined goals
5: Understanding Net Worth
Reese Harper helps us understand how to factor in a client’s net worth into the One-Page Plan
6: Using The Elements Scores
Reese Harper shows how to incorporate the Elements scorecard into client discussions