Definitions for financial plan
fi·nan·cial plan

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1. Financial plan

   In general usage, a financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans. This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or specific goals for spending and saving in the future. This plan allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings. A financial plan is sometimes referred to as an investment plan, but in personal finance, a financial plan can focus on other specific areas such as risk management, estates, college, or retirement.

WikidataRate this definition:0.0 / 0 votes

1. Financial plan

   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 is designed to accomplish a financial goal or set of circumstances, e.g. elimination of debt, retirement preparedness, etc. This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or specific goals for spending and saving future [[]]. This plan allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings. A financial plan is sometimes referred to as an investment plan, but in personal finance a financial plan can focus on other specific areas such as risk management, estates, college, or retirement.

How to pronounce financial plan?

1. Alex

   US English

   David

   US English

   Mark

   US English

   Daniel

   British

   Libby

   British

   Mia

   British

   Karen

   Australian

   Hayley

   Australian

   Natasha

   Australian

   Veena

   Indian

   Priya

   Indian

   Neerja

   Indian

   Zira

   US English

   Oliver

   British

   Wendy

   British

   Fred

   US English

   Tessa

   South African

How to say financial plan in sign language?

Numerology

1. Chaldean Numerology

   The numerical value of financial plan in Chaldean Numerology is: 9

2. Pythagorean Numerology

   The numerical value of financial plan in Pythagorean Numerology is: 4

Examples of financial plan in a Sentence

1. Keith Bernhardt:

   No matter Patricia Wenzel income or savings levels, having a realistic financial plan can help maintain Patricia Wenzel financial security through all stages of retirement.

2. Taylor Wilson:

   It is imperative that individual investors first create a financial plan that outlines their goals and financial situation before they create or rebalance their portfolio.

3. Dan Herron:

   You may want to reduce your 401( k) contribution in order to replenish savings and make sure you have enough cash to maintain your living expenses, while this can negatively impact your financial plan, your current well-being is more important.

References

1. ^ Wikipedia
   https://en.wikipedia.org/wiki/Financial_Plan
2. ^ Wikidata
   https://www.wikidata.org/w/index.php?search=financial plan