Business / Taxes / Financial Plan: A 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 professionals can help you create a plan, identify appropriate investments and insurance, and monitor your portfolio. You may pay a one-time fee to have a plan created, or it may be included as part of a fee-based account with a stockbroker or investment adviser.
Plan Noun Synonyms: design, layout, blueprint, scheme, method, procedure, system, arrangement, programme, project, formula, pattern, script, scenario
Business / Finance / Planned Capital Expenditure Program: Budgeted or projected outlays for major expenditures on permanent or fixed assets as outlined in the corporate financial plan. MORE
Business / Finance / Planned Financing Program: Budgeted or projected ways need for reasons or to obtain short-term and long-term financing as outlined in the corporate financial plan. MORE