Dr. Phil + Suze Orman + Oprah = The One Page Financial Plan
Values Based Money Advice
Carl Richards hits the nail on the head when he begins with The Most Important Important Money Question, “Why?”
He’s touching on the issue that most people never explore; What are you going to do with your money?
This leads into your personal values. And that’s where the Dr. Phil similarity lies. Richards recommends drilling down, really deep in terms of what’s important to you. And he means “you”, not your neighbors, not the Jones’ or anyone else. He’s very firm about designing a plan that encompasses the things you think are important.