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The One Page Financial Plan Course

I was honored to be able to collaborate with an industry hero – Carl Richards – in producing an online course designed for Financial Advisors to implement One Page Financial Plans.

Since launching Fident in 2017, the One Page Plan has been a practice I’ve embraced and refined over the years. I’ve spoken to hundreds of other advisors about implementing something similar in their firms, and am excited to have a product available to help them do just that.

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