CARL RICHARDS is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the Director of Investor Education for the BAM ALLIANCE. You can find his work and sign up for his newsletter at behaviorgap.com. Richards lives with his family in Park City, Utah.
“In a world where financial advice is (often purposely) complicated
and filled with jargon, Carl distills what matters most into
something that is easy and fun to read. The true measure of a
brilliant book is whether the material is as relevant to an
industry expert as it is to a layperson. The One-Page Financial
Plan unquestionably is. Buy two copies—one for yourself and one to
hand to the nearest pundit.”
—Morgan Housel, columnist, The Wall Street Journal
“There are very few financial writers who have been more
influential for me than Carl Richards. Carl has done more to
simplify the investing process than anyone else in America. His
trademark combination of wit and illumination make The One-Page
Financial Plan an instant classic in the genre. Don't invest
another cent before you've digested this highly readable
lesson.”—Joshua M. Brown, CEO of Ritholtz Wealth Management and
author of Backstage Wall Street
“No one in the financial industry communicates like Carl Richards.
And this is a skill especially evident in The One-Page Financial
Plan. If you’re skeptical that an effective plan for your life and
your money can be limited to a single page, I encourage you to put
Carl’s process to the test. I’m confident that, like mine, your
time and effort will be well rewarded.”
—Tim Maurer, wealth advisor for Buckingham Asset Management and
Forbes contributor
“Feeling tormented by your finances? Read this book. Now. The
One-Page Financial Plan helps you identify what you truly want from
life, get crystal clear about the financial position you are
starting from today, and develop a simple, actionable plan to
narrow the gap between the two.”—Manisha Thakor, Director of Wealth
Strategies for Women at Buckingham and the BAM ALLIANCE
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