Budget or investment strategy that helps an individual take the necessary steps to achieve his/her financial goals. Financial plans may be constructed for a number of reasons, but they are commonly done for retirement planning. The plan may factor in income, investments, forecasts and supplemental advice. Some financial plans are done by licensed professionals that have experience in investing and guiding individuals to make the right decisions.
Related information about financial plan:
- Financial plan - Wikipedia, the free encyclopedia
In general usage, a financial plan is a series of steps or goals used by an individual or business, the progressive and cumulative attainment of which are ...
- Financial Plan Definition | Investopedia
A comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and ...
- Writing a Business Plan - Financial Plan Section
How to write the financial plan section of the business plan.
- Make a Financial Plan - Securities and Exchange Commission
Oct 8, 2004 ... Make A Financial Plan. Figuring Out Your Finances. Sit down and take an honest look at your entire financial situation. You can never take a ...
- Financial Plan
FINANCIAL PLAN. The financial plan consists of a 12-month profit and loss projection, a four-year profit and loss projection (optional), a cash flow projection, ...
- A Financial Plan for the Truly Fed Up - Your Money - NYTimes.com
Aug 3, 2012 ... What to do when traditional investment choices seem riddled with deceit and incompetence? Here are some suggestions for people who want ...
- Financial Plan, Inc.
Financial Plan Inc is a local Bellingham Financial Planner specializing in Wealth Management services for their clients. As a premier Bellingham Financial ...
- Starting Your Financial Plan: A Beginner's Road Map
Get a free guide on financial planning for young professionals.