Does Your Financial Plan Fit on 1 Page? It Should. Here's How.

Have you found your financial plan has fallen short of providing you the clarity and confidence you were hoping for? If so, your feelings may be due in part to how your plan was built. Maybe the plan is too complex ... or just too impersonal. There's a solution for this, and it's definitely not high-tech. It's a good, old-fashioned conversation.

Many financial advisers use software tools to build their plans. The crux of a software-based financial plan is the information that has been input. Most financial planning programs typically offer a generous range for inflation,