The Power of a One-Page Financial Plan

The Agent of Wealth

İçerik Marc Bautis tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Marc Bautis veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

9M ago 14:31

MP3•Bölüm sayfası

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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