Financial Plan

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.

Other Words for Financial

Financial Noun Synonyms: monetary, pecuniary, fiscal, economic
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Other Words for Plan

Plan Noun Synonyms: design, layout, blueprint, scheme, method, procedure, system, arrangement, programme, project, formula, pattern, script, scenario
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Planned Capital Expenditure Program

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

Planned Financing Program

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

Financial Position

Business / Finance / Financial Position: Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a MORE

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