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Financial plan
(redirected from Finance plan)

   Also found in: Wikipedia 0.05 sec.
Financial plan
A blueprint relating to the financial future of a firm.

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.



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Page A1: Former Eugene mayors Jeff Miller, Ruth Bascom and Jim Torrey support the city's finance plan for downtown redevelopment.
SANTA CLARITA - Supporters of a public campaign finance plan have been buoyed by the city's decision to consider the method, proposed by a group two weeks ago.
As state legislators struggle to develop a school finance plan, fine arts educators are becoming increasingly worried about staffing and budget cuts.
 
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