How to use the One-Page Plan taught by Carl Richards and Reese Harper

How to create a one-page plan on the advisor web portal

Introducing the One-Page Plan

Reese and Carl introduce the One-Page Plan and the effect it can have on client relationships 

Statement of Financial Purpose

Carl Richards works through the foundational process of drafting the statement of financial purpose on the One-Page Plan 

 

Goals

Carl Richards discusses how to clarify goals from a client’s statement of financial purpose and how it fits into the One-Page Plan 

Next Steps

Carl Richards explains how to identify next steps and how they flow naturally out of clearly defined goals 

Understanding Net Worth

Reese Harper helps us understand how to factor in a client’s net worth into the One-Page Plan 

Using the Elements Scores

Reese Harper shows how to incorporate the Elements scorecard into client discussions