One-Page Financial Plan Template

It's hard to get clients to take action.

Busy, cluttered plans create anxiety & indecision in your client's minds.

So we designed a simple, actionable one-page plan that can be used as a deliverable for every meeting.

We know that the 20-page PDFs full of charts and projections are necessary, but a one-page snapshot has helped us deliver more actionable advice.

Both versions of the template include:

• Action item list & tracker
• Current goals & key objectives
• Varying financial metrics (tax allocation percentages, asset allocation percentages, net worth tracker)

If you have any questions, please contact us at thomas@allstreetwealth.com

Disclaimer: Advisors are responsible for their own compliance and ensuring that any documents or deliverables meet their own state's requirements (if any)