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How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63

Kitces and Carl - Real Talk for Real Financial Advisors

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The Importance of a One-Page Financial Plan and Effective Tools

This chapter explores the differences between the 10B and 12C financial calculators, stressing the advantages of the 12C for effective financial planning. It also discusses the creation of a concise one-page financial plan to simplify complex ideas for clients, focusing on integrating their goals and aspirations.

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