On Your One-Page Financial Plan Masterclass Purchase

An email with your login credentials for accessing the Masterclass
will be sent to you within one business day.

What is included in the One-Page Financial Plan Masterclass?

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.

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

Copyright The Perfect RIA 2023 - All Rights Reserved