Key Takeaway
Start with why money matters to you, then create one actionable page that aligns your finances with your values. The best financial plan is not the most complex one — it is the one you actually execute. Perfect is the enemy of good enough.
The Review
Carl Richards, the New York Times sketch artist and Certified Financial Planner, argues that the most important financial document you can create is not a 50-page wealth management plan — it is a single page that answers two questions: Why is money important to you? What can you do today to align your money with your answer? The book walks readers through creating this one-page plan using Richards' signature sketches and straightforward advice. It is the antidote to financial planning paralysis — the tendency to do nothing because the 'perfect' plan feels overwhelming.
Book Details
The One-Page Financial Plan by Carl Richards
Published
2015
Pages
224
Rating
4.4/5
Copies Sold
150,000+
Get Glen's Musings
Occasional thoughts on AI, Claude, investing, and building things. Free. No spam.
Unsubscribe anytime. I respect your inbox more than Congress respects property rights.
Keep Exploring
Top 25 Personal Finance Books
See the full ranked list of the best personal finance books ever written.
Read moreTop 25 Investing Mistakes
The worst investing disasters in history and the lessons they teach.
Read moreBest Value Investing Books
The books that shaped the world's greatest value investors.
Read moreConsulting
Salesforce development, technical strategy, and systems architecture.
Read moreWins
Track record of wins across investing, building, and creating.
Read moreShark Tank Rankings
The best Shark Tank deals of all time, ranked by returns and impact.
Read more