Financial plan

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Financial plan

A blueprint relating to the financial future of a firm.

Financial Plan

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 most appropriate under both the company's individual and broader economic circumstances. All things being equal, short-term financial planning involves less uncertainty than long-term financial planning because, generally speaking, market trends are more predictable in the short term. Likewise, short-term financial plans are more easily amended in case something goes wrong.

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.

References in periodicals archive ?
Lamborghini America LLC (Lamborghini America), a subsidiary of Lamborghini, has introduced a new Lamborghini Retail Finance Plan for its Murcielago LP640 Coupe and Roadster.
It is believed that the bank would not participate in the Ministry of Finance plan for injecting capital into the banking system.
Toyota's 1993 College Graduate Finance Plan enables qualified graduates to purchase a new Toyota or Lexus with no money down and defer their first car payment for 90 days.
Through a Finance Plan approved in 2009 by the San Diego Housing Authority and its Board of Commissioners, and endorsed by San Diego Mayor Jerry Sanders, the Housing Commission raised $95 million in low-interest Fannie Mae and FHA mortgages by leveraging the equity of 1,366 housing units granted to the agency in a 2007 agreement with HUD.
A key rating consideration is the flexibility available to first tier bondholders within the finance plan.
These include strong potential for continued revenue growth based on demonstrated performance to-date, flexibility to maximize revenues by raising tolls outside of the scheduled toll increases built into the original finance plan, and substantial available liquidity to cushion downside risk for an extended period of time.
To make purchasing Ethan Allen's furnishings even easier, the company offers the Simple Finance Plan -- which translates purchases into fixed monthly payments, similar to a car financing plan -- and provides free local home delivery.
The extension also asks the company to meet the terms of the option agreement, by December 31, 2003, such terms including delivery of the Environmental Impact Assessment, and the delivery of a finance plan for project development.
To make purchasing Ethan Allen's furnishings even easier, the company offers the Simple Finance Plan - which translates purchases into fixed monthly payments, similar to a car financing plan - and provides free local home delivery.
While the finance plan calls for substantial completion of most components by Sept.
To make purchasing Ethan Allen furnishings even easier, the company offers its customers the Simple Finance Plan, which breaks purchases into fixed monthly payments - similar to car financing plans.
The program offers multiple finance plans including same as cash promotions and regular and reduced rate terms.

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