Financial planning

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 financial plan, and then comparing future performance against that plan.

Financial Planning

The process of determining a person's or firm's financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal 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 easily predictable in the short term. Likewise, short-term financial plans are more easily amendable in case something goes wrong as a result of the short time frame.

References in periodicals archive ?

The initiative gives the students easy access to financial planning software, enhancing their learning experience and preparing them better to enter the workforce.

RightCapital equips students with financial tools in personal financial planning programs

Callahan Financial Planning manages USD 125m in assets, prior to the inclusion of any new assets from this San Rafael, California acquisition.

Callahan Financial Planning Acquires Gary A. Dossick Financial Advisory to Expand in San Francisco

* Alexander Strauss joined Savant as a financial planning and tax accountant in its Chicago office.

Savant Capital adds five to Chicago area team

He has more than 10 years of experience in financial planning, including serving as a manager of financial planning and analysis at Mercury Insurance.

Topa in California Names Griffard Director of Financial Planning And Analysis

One in three women said they believe financial planning should begin in early adulthood, compared to one in four men.

Survey measures benefits of financial planning

"World Investor Week and World Financial Planning Day are opportunities to highlight the value of investor education and the work being done by securities regulators and others to increase investor financial literacy," said Chair of IOSCO's Committee on Retail Investors Jose Alexandre Vasco.

FPSB Launches World Financial Planning Day 2018

Julie Lord, CEO of Magenta Financial Planning, said: "I have worked with many people across the UK, from all walks of life.

Never too early to plan; THE MONEY DOCTOR ...WITH FERGUS MUIRHEAD PS Financial worries or just looking for better value for money? Consumer champion Fergus Muirhead can help Consumers urged to take up offer of free financial advice from experts

All these have hefty financial considerations that require adequate financial planning.

Importance of financial planning

The addition of Tom's experience and expertise to our senior leadership team underscores this commitment as we further orient our platform around the mission of the financial planning profession.

Advicent promotes Tom Burmeister to director

CFP Board explained in a comment to ThinkAdvisor the proposed conversion of the six steps to seven reflects "the modern delivery of financial planning."

CFPs Cry Foul Over Proposed 7-Step Planning Process

About Lawrence Financial Planning: Lawrence Financial Planning is a Florida-based fee-only financial planning services company providing financial services to individuals.

LAWRENCE FINANCIAL PLANNING LAUNCHES Financial Planning for Young Professionals A Financial Mini-Pl