The One Page Financial Plan

One Page Financial Plan Options 

OPFP Template

$895 $445

Plug and Play

  • Fully built-out, customizable One Page Financial Plan templates
  • Options to use in Microsoft Word/Excel or Google Docs/Sheets
  • Easily printable to PDF for sharing with client
  • Able to be modified to meet your firm's branding in color and logo
  • Since it's a document, can add, remove, or modify sections of the plan
  • *Bonus content of Live/Give/Owe/Grow worksheet for client cash-flow summaries
  • Quick video walk through from Jeremy on linking the documents together

OPFP Course

$1,595 $795

Best Value

  • Everything in the OPFP Template, including fully editable documents in Microsoft or Google Office options
  • 14 Videos with Jeremy and Carl walking through the process of creating and implementing One Page Plans
  • Videos include walk-through and screen-sharing of making the plan your own
  • Discussion of the Why, When, What, and How of OPFP's
  • *Bonus content of the Discovery Call Process and Template as a tool to convert prospective clients
  • **Bonus content with Carl about asking great questions (exceptional discussion!)

OPFP Course + Call

$2,595 $1,295

Let's talk shop

  • Everything in the OPFP Template and Course options
  • All of the included bonuses
  • A 60 minute Zoom call with Jeremy to talk all things One Page Financial Plans after you've completed the course
  • During the call we can talk about technical aspects in design, practical introduction of the One Pager to clients, actual use cases Jeremy has implemented over the past six years, and anything else on your mind. 
  • This offer is limited and may sell out