A snapshot that can be delivered by an RIA / financial planner to a client to present their comprehensive wealth management data in an organized, clear, concise way and can be updated throughout the advisory/planning relationship to help reach goals and demonstrate advisor value. Here's an article that might help better explain what I mean: https://www.kitces.com/blog/one-page-financial-plan-deliverable-opfp-jeremy-walter-carl-richards/
