Tag: one-page financial plan
As promised, we’ve prepared this year’s summer reading for our clients and will be mailing books out this week. It’s the latest from the NY Times sketch guy, Carl Richards. The One-Page Financial Plan is a great starter tool for anyone who hasn’t achieved a clear financial plan. If you can’t commit to reading the entire book, don’t miss the intro, chapter 8, and chapter 9.
Would you like a copy for a friend? Visit our website to sign them up for our newsletter, and we’ll send them their very own book.
We’re excited to announce that we’ve just pre-ordered copies of Carl Richards’ newest book, The One-Page Financial Plan. It’s an incredibly practical guide to making decisions about money—we think you’ll enjoy it. We will give all of our clients a copy as our summer reading recommendation for 2015 as soon as they’re available. Check your mailbox before you check out for your travel this summer.