Get One Page Financial Plan

The One Page Financial Plan is a streamlined tool designed to help users outline their financial goals and aspirations. This guide provides clear instructions on how to complete the form online, ensuring a comprehensive understanding of each section.

Follow the steps to successfully complete your One Page Financial Plan.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your personal details in the 'Client/s' section. Include your full name and any co-client information if applicable. Make sure to enter the date you are preparing or updating the plan.
3. Move to the 'Your Plan' section. Here, outline your financial and lifestyle goals. Break them down into three categories: long term, 5-11 years, and 12 months. Be as specific as possible about your desired outcomes and the timelines involved.
4. In the 'Your Investment Strategy' subsection, detail the investment approaches you plan to take. This may include property investment, super contributions, and asset accumulation strategies.
5. Next, select your service level under 'Your Wealth Coach'. Clearly indicate if you prefer the 'You’re in control' option or if you desire more involvement from your advisor with the 'Accountability' option.
6. In 'Your Investment Rules', write down the principles that will guide your investment decisions over time, focusing on long-term strategies rather than short-term influences.
7. Proceed to the 'Your Progress' section. Here, summarize any achievements and milestones that have been attained during your planning period. This helps in tracking your financial journey.
8. Plan for potential 'Future Changes / Considerations' by noting any anticipated shifts in your financial landscape or strategies. This could involve market assessments or changes in personal circumstances.
9. In the 'Current Implementation Plan', identify specific actions you need to take to stay aligned with your financial goals. Include deadlines or scheduled reviews to ensure timely execution.
10. Lastly, review all sections of the form for accuracy and completeness. Once satisfied, you can save changes, download, print, or share the form as necessary.

Take action now and fill out your One Page Financial Plan online to streamline your financial journey.