Imagine distilling your entire financial strategy into a single, powerful page. This concept, popular among the wealthy, allows individuals to maintain focus on their goals without getting lost in the ...

When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Money flows through almost every aspect of your life. Whenever your job, your family or your property changes, for better or worse, your financial picture changes. That means your financial plan has ...

SALT LAKE CITY--(BUSINESS WIRE)--Elements, a mobile-first, client-centric, financial monitoring platform, today announced it has launched a fresh approach to the one-page financial plan (OPP) that ...

A month after veteran financial planner, author and New York Times "Sketch Guy" columnist Carl Richards joined Elements, the Utah-based financial monitoring platform is launching a new tool inspired ...

NEW YORK, March 27 (Reuters) - Gather round because here is today's personal-finance lesson inspired by famed Hollywood screenwriter William Goldman: Nobody knows anything. In other words, no one ...

Financial advisors are supposed to have the training and experience to provide great financial advice—but they have tools designed to provide advice only under certain times and conditions. In part, ...

Sure, financial stability is important. But why? Obviously, it’s responsible and it gives you options, but that’s a pretty vague reason. To draft a better financial plan, ask yourself what money ...