Home


What better way to get to know us than getting inside our heads. Book Insight keeps up with Phil’s voracious appetite for reading. Each book is rated so if you want Phil’s top picks. Click the “Hole in One” in the tag cloud. Giving Insight is Phil’s commentary on managing your financial life. Beyond Insight give you tips on how to make your life simpler from our service team. 
Sign up to receive book reviews by email
Tags
The One-Page Financial Plan

Rating: Bogey

Rating: Bogey

With mixed feelings, I would give this book a overall negative slant. YES – there are truly helpful points, and 1 or two great images – something Carl is known for. Yet, in classic, you may be an advisor, just not my advisor fashion, many parts of his writings frustrate the crap out of me. Planning is guessing…really! or he himself had to do a short-sale…..and the all to often, quoting referencing others work in your own.

What caught my eye: A big like for me was this sentence on one of the last pages: financial success is more about behavior than skill.

Are you ready to start a new path?
No Comments

Leave a comment

Your email address will not be published. Required fields are marked *