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 ?
Six evaluation criteria include innovation (35 percent), stability (20 percent), inclusiveness (15 percent), financing plan (10 percent), infrastructure and human resources (10 percent) and shareholders makeup (10 percent).
PIF's reluctance will add to the pressure on Musk to produce details of his financing plan.
ISLAMABAD -- The government on Friday approved the financing plan for 1.2 billion cubic feet per day (BCFD) capacity RLNG-III pipeline project (Karachi to Lahore) to be undertaken by SSGCL and SNGPL.
ISLAMABAD -- The Economic Coordination Committee of the Cabinet, with Prime Minister Shahid Khaqan Abbasi in the chair on Friday approved financing plan for 1.2 Billion Cubic Feet per Day (BCFD) capacity RLNG-III pipeline project (Karachi to Lahore) to be undertaken by SSGCL and SNGPL.
ISLAMABAD -- The federal government on Friday approved a Rs175 billion financing plan for the construction of a third liquefied natural gas (LNG-III) pipeline that largely relies on meeting financing needs through commercial borrowings despite the availability of funds.
Auto Business News-March 8, 2016--Audi Malaysia reveals details of Audi Progressive Financing Plan
NORTHBRIDGE -- Voters will be asked Tuesday night at a special town meeting to approve a tax increment financing plan for a Rhode Island glass fabrication company looking to relocate to a Douglas Road warehouse.
PA Resources AB (STO:PAR.ST), an international oil and gas group, announced on Tuesday that as a result of the termination of the Didon transaction with EnQuest plc and the substantial decline in oil prices, the company will require additional time to prepare a long-term business and financing plan.
He said the finance division had released Rs 1.5 billion against approved financing plan of Rs 35 billion during the first six months of the current fiscal year, source added.
"The financing plan is deeply tied to these questions of energy reform.
They said that a five-year financing plan pays a margin of 3.5 percentage points over the London interbank offered rate.