The Power of a One-Page Financial Plan

The Agent of Wealth

Вміст надано Marc Bautis. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Marc Bautis або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

11M 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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