Your financial plan, on one page

Apr 8, 2015

  Carl Richards is a certified financial planner and a columnist for the New York Times. In his latest book, Richards shares the one question that should be at the heart of your personal finance strategy: “Why is money important to me?” 

A straightforward, simple approach to managing your money.

  The answer is different for everyone, but it’s a solid foundation for making a long-term plan. In The One-Page Financial Plan: A Simple Way to be Smart About Your Money, Richards shows how you can prioritize what you really want in life and figure out how to get there, in a single page. He talked with us about his approach to financial planning.