Clarity on One Page. Peace in Every Area.
The One Page Plan brings your financial picture into focus — so you can make confident decisions with purpose and alignment.
Who It’s For
You're navigating new income, equity comp, or life transitions. You want clarity, not clutter — and a plan that actually feels like you. The One Page Plan is designed for this moment.
What’s Included
- Three advisor-led sessions (via Zoom or in person)
- Custom financial plan — designed to fit on one page
- Clarity around cash flow, assets, goals, and tax strategy
- Values-based alignment using the Elements scorecard
How It Works
- Session 1: Explore financial purpose and priorities
- Session 2: Walk through your investment strategy and decisions
- Session 3: Deliver the full One Page Plan and next steps
Rooted in Stewardship, Not Sales
This isn’t a pitch for a product — it’s a plan to guide your next season. Built with biblical principles, behavioral finance wisdom, and practical simplicity.
Client Experience
“This process gave me more clarity in three weeks than I’d had in three years.”
“I finally feel like I’m in the driver’s seat — not reacting to my finances.”