Kitces and Carl - Real Talk for Real Financial Advisors

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

Jun 30, 2022

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I Love One Page Financial Planning

What's Changed?

The Guide Versus the Traditional Financial Plan

Is There a Shift From Financial Planning Softwer to Financial Planner?

Then You're Off Course Again.

Financial Planning Software

Is There Something Beyond the One Page Financial Plan?