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From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

Kitces and Carl - Real Talk for Real Financial Advisors

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Is There Something Beyond the One Page Financial Plan?

Karl Omagolry: What's next, and it's going to take us ten years, is for us all to get really comfortable with actually how do you use these tools. He would love a statement of financial purpose to become as common and accepted as an ment policy statement in the institutional world. The futurist on a blue couch? Can't make prognostications like that. Wolltollen will be done when we're done here.

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