The One-Page Financial Plan Masterclass

Simplify Financial Planning, Amplify Results.

Most advisors we meet have confused value with volume—as a result, they create complex, lengthy financial plans with very little to do with the client and a lot of technical jargon.

Unlike traditionally complicated methods of financial planning, One-Page Financial Plans allow advisors to condense a client’s financial situation and aspirations onto a single page.

Enroll in our Masterclass today to discover the transformative potential of One-Page Financial Plans in enhancing client understanding, engagement, and your advisory success.

WHO IS THIS MASTERCLASS FOR?

The One-Page Financial Plan Masterclass is designed for financial advisors seeking to enhance their skills, adopt a client-centric approach, and transform their financial planning practices.

Whether you're a seasoned financial advisor looking to refine your approach or a newer advisor seeking effective strategies, this masterclass provides actionable insights to improve client engagement, simplify communication, and drive growth.

In essence, the One-Page Financial Plan Masterclass is suitable for everyone within the financial industry eager to adopt a simplified, actionable approach to financial planning, enhance client engagement, and achieve long-term success.

Why Should I Implement
The One-Page Financial Plan Process?

Implementing the One-Page Financial Plan process offers a range of benefits that can positively impact both your financial advisory practice and your clients. Here are some compelling reasons to consider implementing the
One-Page Financial Plan process:

Client-Centric Approach:

The one-page plan simplifies complex financial information into a format that clients can easily understand. This approach empowers clients to take ownership of their financial future, make informed decisions, and actively engage in the planning process.

Efficiency:

Creating a one-page plan requires you to focus on the most critical aspects of a client's financial situation. This improves your efficiency by streamlining the planning process, allowing you to spend more time on strategic discussions and client interactions.

Increased Client Retention:

By offering a streamlined and actionable plan, you provide ongoing value to your clients. This leads to increased client retention as clients see tangible progress toward their financial goals and recognize the value you bring to their financial lives.

Improved Client Engagement:

The simplified format of the one-page plan encourages clients to actively participate in the planning process. Clients are more likely to engage with a plan that is easy to understand, leading to better collaboration and higher levels of client satisfaction.

Enhanced Communication:

The one-page plan provides a clear and concise snapshot of a client's financial situation, goals, and actionable steps. This facilitates more effective communication between advisors and clients, ensuring that clients fully comprehend their financial situation and the recommended strategies.

Differentiation:

The one-page financial plan approach sets you apart from competitors who may rely on lengthy and complex financial documents. Your ability to communicate complex concepts in a simplified manner showcases your expertise and commitment to client understanding.

Clear Action Steps:

The one-page plan offers clients actionable steps they can take to achieve their financial goals. This clarity fosters a sense of direction and purpose, motivating clients to follow through on the recommended strategies.

Scalability:

The simplified approach of the one-page plan can be easily scaled to accommodate a larger client base. This scalability enables you to efficiently serve more clients without sacrificing the quality of the planning process.
In summary, implementing the One-Page Financial Plan process can revolutionize your practice by improving client engagement, communication, and outcomes. By simplifying financial planning, you empower clients, build trust, and set yourself apart in a competitive market. The benefits extend to both your clients' financial well-being and the success and growth of your practice.

LEARN FROM THE BEST IN THIS FIELD

The Masterclass is led by experienced advisors Matthew Jarvis, CFP®, ChFC, andMicah Shilanski, CFP®, who have successfully implemented the One-Page Financial Plan approach.
Their personal success stories, along with their insights and experiences, provide valuable guidance for adopting this approach in your practice. 
The Masterclass is led by experienced advisors Matthew Jarvis, CFP®, ChFC, andMicah Shilanski, CFP®, who have successfully implemented the One-Page Financial Plan approach.

Their personal success stories, along with their insights and experiences, provide valuable guidance for adopting this approach in your practice. 

WHAT WILL YOU GET

By enrolling in the One-Page Financial Plan Masterclass, you will gain a comprehensive
set of knowledge, skills, and resources that will empower you to transform
your financial planning practice and better serve your clients. 
  • Chapter 1: One-Page Plans - The Gateway to a Multi-Million Dollar Practice
  • ​​Chapter 2: Foundations of One-Page Plans that Work!
  • Chapter 3: REAL world Financial Plans
  • ​Chapter 4: Do we need to refund your purchase or will it transform your practice?
  • ​​Chapter 5: Actually creating a One-Page Plan
  • Chapter 6: How to PRESENT a One-Page financial plan
  • Chapter 7: Converting One-Page Plan into Ongoing Value to Clients
  • Bonus: First video from the One-Page Financial Plan Webinar Series
  • ​​All of the resources to implement the One-Page Financial Plan TODAY.
This Masterclass equips you to enhance your financial planning practice,
deliver exceptional value to clients, and achieve long-term success in the financial advisory industry.
WHAT OTHERS ARE SAYING
We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice. 
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