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79 Questions to Ask When Building a One-Page Plan

Because “Just Winging It” Isn’t a Strategy

Take your financial advising game to the next level with a One-Page Plan that actually works.

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Why should you use the One Page Plan questions?

The Power of Simplicity: One-Page to Rule Them All

A One-Page Plan is exactly what it sounds like - a concise, crystal-clear roadmap that covers all the financial bases without overwhelming your clients. Imagine boiling down all the complexities of a financial plan into one easy-to-digest page. It's not just a plan; it's a client-winning tool. Your clients want clarity, and you’ll deliver it in a way that’ll have them asking, “Why hasn’t anyone done this before?”

The 79 Questions That Separate the Pros from the Rookies

These aren’t just any questions - they’re the ones that dig deep, uncovering the real financial needs and goals of your clients. Whether it’s understanding their risk tolerance, their retirement dreams, or how they really feel about taxes, these 79 questions will have you covered. And the best part? They’re designed to make you look like a financial genius.

Because Your Clients Deserve More Than “Good Enough”

Let’s be real - any advisor can throw together a generic financial plan. But that’s not what your clients need, and it’s certainly not what you want to be known for. A One-Page Plan sets you apart by focusing on what really matters. It shows that you understand your client’s needs without drowning them in jargon or fluff. Plus, you’ll leave them thinking, “Wow, this advisor actually gets me.”

Your Clients Have Never Met an Advisor Like You

By simply asking these 79 questions, you’ve already done more than most advisors out there. You’re not just another number-cruncher - you’re the advisor who listens, understands, and delivers. Go into every meeting with confidence because you’re not just prepared - you’re over-prepared. And trust us, your clients will notice.

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