MMS051: Simplifying Your Financial Plan

MMS051: Simplifying Your Financial Plan

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Executive Summary

What if you could create an executive summary of your financial plan and put it where it could remind you of your values every single day? That’s what Carl Richard’s, the best-selling author of The Behavior Gap and The One Page Financial Plan, talks about in this week’s episode.

If you’re ready to base your money decisions on your values, and simplify the financial planning process, this episode is for you. We share practical, actionable tips for drilling down to the essentials and building your financial plan around what matters most to you.



Some important questions discussed in this episode:

  • Do your values inform your money decisions?
  • How can you figure out what money means to you?
  • What steps can you take to improve your financial situation?
  • Is it really possible to get your financial plan on one page?

As you create a financial plan, remember to consider your values and base your plan around what matters most to you.


Panelists In This Episode:

For a quick bio of each of our show participants, head on over to our panelists page.

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