Get started today with creating and implementing a One Page Plan in your firm for your clients.
What you'll get:
- The One Page Financial Plan Template (Google and Microsoft Office versions)
- 14 videos of instruction and conversation from Jeremy Walter and Carl Richards
- Bonus content of the Live/Give/Owe/Grow worksheet AND a Discovery Call Recap template.
- Bonus conversation with Carl about asking good questions to clients.
Purchase will give you access to all of the above and any future updates to the materials which would be communicated via the email list.
Please note that immediately after completing your purchase, you will be prompted to enter your name, email address and create a password to access the One Page Plan contents.