Mailbox Money

One Page Financial Plan


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In this episode we discuss how we do financial planning for ourselves and the clients we serve.

We discuss: 

  • Safe, Sacred, Speculative Investing
  • 3 Rocks Rule for ANY plan not just investing
  • Planning One Pager: Multiple Columns of Mailbox Money
  • Progress Reviews not Predictions
  • It’s alive it has to be fed and groomed, this isn't something you set up once and ignore for the rest of your life. 

    Deeply informed simplicity is the Holy Grail!

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    Mailbox MoneyBy Jackson Wood