The Anatomy of a One-Page Plan

Statement of Financial Purpose

This is the “Why.” Why are we doing this in the first place?

Whatever they are, keep your values off their plan.

Goals

Goals are just guesses. Choose a value from above and suggest that it sounds like something you could put a framework and some numbers around… ask: “Is it okay to call that a goal?”

Action Plan

What are the precise next steps to pursuing these goals that can be taken in the next 90 days?

Statement of Cost

Finally, a statement of what you think it might cost. This could be a fixed rate, or an estimated range, depending on your pricing model.