Frequently Asked Questions

Q: Is there a book that you'd recommend someone who wants to get started?

Yes. It's called The One-Page Financial Plan by Carl Richards. I recommend it to everyone. I go through the process with people and that makes it more beneficial especially since I can customize the solutions better than the general ideas in a book. We go well beyond the book but the book is an excellent foundation.

First Allied Securities does not endorse or sponsor The One-Page Financial Plan by Carl Richards.