How to generate a One Page Plan?

The One-Page Plan is a simple, concise, and client-friendly summary that captures what matters most to your client — their financial purpose, goals, and values — all on a single page.

Before you start

The One-Page Plan is generated from within a client's household in your advisor portal, so make sure the client you want to create it for is already set up in Elements.

How to create a One-Page Plan

Follow along with our step-by-step walkthrough for the exact clicks:

👉 Creating a One-Page Plan (step-by-step guide)

At a high level, you'll:

1. Open the client's household.
2. Navigate to the One-Page Plan section.
3. Fill in the client's financial purpose, goals, and values.
4. Generate and save the plan, then share or present it with your client.

Watch: Creating a One-Page Plan

For additional context, check out this 2-minute video:

Need help?

If you run into any trouble generating a One-Page Plan, reach out to us at [e-mail] and we'll be glad to assist.

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