The Power of a One-Page Financial Plan

The Agent of Wealth

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8M ago 14:31

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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

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