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Financial plan

   Also found in: Acronyms, Wikipedia 0.03 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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A cynical analysis would say that planning involves a week or so of day-long meetings, concluding with a financial plan projecting premium goals (too high), loss ratios (too low), and the additions to staff (none).
In our case, the key has been marrying the financial plan with the strategic plan, linking budgets to strategy.
A lot of things changed for the Asantes in 2000, and Randy felt they needed help fashioning a comprehensive financial plan that would take those changes into account.
 
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