The Power of a One-Page Financial Plan

Starting the new year with a concise, effective financial plan is like setting sail with a clear destination in mind. Picture this: A single page that holds the potential to transform your financial future. 

In a world where complexities often overwhelm, a one-page financial plan provides clarity, guiding you through the maze of budgeting, investing, and securing your financial goals. Join The Agent of Wealth Podcast host Marc Bautis on a journey to unravel the incredible power in this seemingly modest tool.

In this episode, you will learn:

• The power of simplicity in financial planning.
• What a one-page financial plan is, and how it differs from more traditional forms of financial planning.
• What’s included in a one-page financial plan.
• Compelling reasons as to why you should have a one-page financial plan.
• How to get started in creating a one-page financial plan.
• And more!

Resources:
Episode Transcript & Blog | Example of a One-Page Financial Plan | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call