JMF Capstone Wealth ManagementThe One-Page Financial Plan – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 The One-Page Financial Plan https://www.jmfcapstone.com/2015/04/13/one-page-financial-plan/ https://www.jmfcapstone.com/2015/04/13/one-page-financial-plan/#respond Mon, 13 Apr 2015 09:00:03 +0000 http://evolvemypractice.com/?p=1798 If you’re like most Americans, you may be confused, or even paralyzed, when it comes to developing a financial plan. In fact, most investors I’ve met—including many of those who have a relationship with a stockbroker—don’t have a written investment plan, let alone an overall financial plan designed to incorporate estate planning and risk management...

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]]> If you’re like most Americans, you may be confused, or even paralyzed, when it comes to developing a financial plan. In fact, most investors I’ve met—including many of those who have a relationship with a stockbroker—don’t have a written investment plan, let alone an overall financial plan designed to incorporate estate planning and risk management (insurance of all kinds) strategies.

Carl Richards, my colleague at The BAM Alliance and author of a new book, “The One-Page Financial Plan,” observed that, in his experience, even many people who have a shelf full of personal finance books haven’t created a financial plan—either because they don’t have the time to make sense of all the information in those books or because they feel overwhelmed by the challenge, and all the uncertainty, that can exist when it comes to contemplating the future.

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