Celtic Blue Financial Planning One Page Report Document
Lay out goals and assets for one plan on a single page with the Celtic blue financial planning one pager. Its blue header holds a teal circle with a dollar and bar chart icon beside the title.
What's on the page
- Family Values next to a Net Worth History line chart from January to December
- A Cash-Flow Summary bar chart in four colors, labeled Grow, Owe, Give and Live
- A Goal Status table where four sample goals read Behind, Started or On track
- An Asset Location pie chart and an Asset Allocation doughnut chart, both with sample percentages
- Action item lists headed Now and Future, each line marked with a check
Planners can hand it to a client after a yearly review, and your family can keep it on the kitchen wall. You see your goals and your money on one sheet, so the next step is easy to spot.
All the figures are samples, so type in your own goals and numbers. Start with Family Values and write two or three lines on what you want your money to do. Then add your monthly totals to the Net Worth History line. The Cash-Flow Summary has four bars, one for each label, and you can set each bar to your own share. In Goal Status, replace the four sample goals with yours and give each one its real status. Fill the two round charts next. Last, list what you will do now and later.
Open it in PowerPoint or Keynote to change each chart's data and colors.
