#6 - A Plan on One Page | Goals, Cash Flow & Client Conversations
A financial plan should give clients something they can return to.
Colin Page joins me to walk through his approach to a one-page plan: what matters to a client, where their money goes, and what they should do next. We look at a sample in Kerdora Guides and discuss how a concise plan can support a conversation instead of becoming another report to file away.
In this episode:
- Starting with a client's purpose and goals
- Organizing income into spending, savings, debt payments and taxes
- Using a financial snapshot to uncover better questions
- Showing assets by purpose and tax treatment
-…
The skinny
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