Does Your Financial Plan Fit on 1 Page? It Should. Here's How.

Software planning tools can be handy, but they can also be complex and end up steering you in the wrong direction. What may work better? A little face time with your planner, leading to a simple, easy-to-follow financial "map."

(Image credit: peter cade)

Have you found your financial plan has fallen short of providing you the clarity and confidence you were hoping for? If so, your feelings may be due in part to how your plan was built. Maybe the plan is too complex … or just too impersonal. There’s a solution for this, and it’s definitely not high-tech. It’s a good, old-fashioned conversation.

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Branch address: 139 Genesee St., New Hartford, NY. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.


This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Christopher C. Giambrone, CFP®, AIF®
Co-founder, CG Capital™

Chris Giambrone is a co-founder of CG Capital™, a boutique wealth management firm based in New Hartford, N.Y.  He is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® (AIF®). Chris has also earned a Certificate in Retirement Planning from the Wharton School of Finance at the University of Pennsylvania.