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Financial planA blueprint relating to the financial future of a firm.
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Financial planA financial plan is a document that describes your current financial status, your financial goals and when you want to achieve them, and strategies to meet those goals. You can use your plan as a benchmark to measure the progress you’re making and update your plan as your goals and time frame change.Financial planners and other investment professio [..]
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Financial planDefinition 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 [..]
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Financial planA written outline of financial goals and the steps needed to reach them. Examples include retirement accounts, funding for children’s education or saving cash for emergencies.
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Financial planA plan, usually created with help from a financial planner or adviser, that defines your financial goals and sets out investment strategies to reach your stated goals, with reference to your personal [..]
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Financial plana written outline of financial goals and action steps required to achieve those outcomes (examples of goals include: setting up a retirement account, funding children’s education or saving cash reserv [..]
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Financial planA financial plan is generally the same thing as a budget. Households can use financial plans to get out of debt, or to determine when they can afford to buy a house, etc. Businesses can use financial [..]
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Financial planFinancial plan is a summary of a company's financial needs or goals for the future and how to achieve them. Corporate financial planning involves deciding what investments and activities would be [..]
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Financial planA plan, usually created with help from a financial planner or adviser, that defines your financial goals and sets out investment strategies to reach your stated goals, with reference to your personal [..]
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Financial planA written report of your financial goals, resources, assets and debts, and the investments.
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Financial planA written approach created to achieve monetary goals—with strategies for reaching short-term objectives (those within one year) and longterm targets (things to attain within five or more years).
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Financial planA blueprint relating to the financial future of a firm.
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