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

Discover why a concise one-page financial plan can be more effective than lengthy documents. Learn the advantages of the 12C financial calculator for simplifying complex ideas while aligning client goals with personal values. Explore the evolving nature of financial objectives and how a dynamic planning approach builds trust. Dive into the transition financial advisors face, balancing client expectations with credibility, and gain insights into how client perceptions shape advisor relationships.