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The One-Page Financial Plan

Rating: Bogey

Rating: Bogey

With mixed feelings, I would give this book a overall negative slant. YES – there are truly helpful points, and 1 or two great images – something Carl is known for. Yet, in classic, you may be an advisor, just not my advisor fashion, many parts of his writings frustrate the crap out of me. Planning is guessing…really! or he himself had to do a short-sale…..and the all to often, quoting referencing others work in your own.

What caught my eye: A big like for me was this sentence on one of the last pages: financial success is more about behavior than skill.

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