Financial plan

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Financial plan

A blueprint relating to the financial future of a firm.
Copyright © 2012, Campbell R. Harvey. All Rights Reserved.

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.
Farlex Financial Dictionary. © 2012 Farlex, Inc. All Rights Reserved

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.

Dictionary of Financial Terms. Copyright © 2008 Lightbulb Press, Inc. All Rights Reserved.
References in periodicals archive ?
Summary: Despite settling personal finance plan, reader gets a bill
A school finance plan has at last emerged from talks between budget and education chiefs in the House and Senate.
LOTUS has introduced a cut-price finance plan to combat the effects of the impending rise in value added tax.
All of IBM's System x and BladeCenter servers are eligible for the special finance plan, and IBM plans to offer financing for its iDataPlex servers later this year.
<p>All of IBM's System x and BladeCenter servers are eligible for the special finance plan, and IBM plans to offer financing for its iDataPlex servers later this year.
They will advice community leaders on how to produce a finance plan or cash flow.
- The finance plan for Algeria (Euro 37 million) comprises programmes of support to educational reform and the reform of the judiciary, as well as a solid waste management programme.
Some talked about creating a new school finance plan that would "last for decades," others promised Texas citizens a great reduction in local property taxes, and a few actually proposed that they would achieve both substantive education reform and tax "relief." [This document originally appeared in the "IDRA Newsletter", however some accompanying charts and graphs may not be provided here.]
Our company also offers programs that assist farmers with their many needs: Garst Gold Plan (finance plan), bulk corn and soybeans, just to name a few.
According to the airline's attorneys, the carrier's management is holding discussions to arrange a USD30m debtor-in-possession finance plan, after the Air Transportation Stabilisation Board rejected the airline's application for a USD50.5m guarantee of a USD60m loan.
THE OREGON COMPREHENSIVE Health Care Finance Plan, which we hope will appear on the Nov.

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