Financial plan

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Financial plan

A blueprint relating to the financial future of a firm.

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.

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.

References in periodicals archive ?
Admittedly, this means that the simplicity and apparent objectivity of a straightforward comparison of forecast and outcome is lost, but it's the only appropriate way to approach a retrospective evaluation of a financial forecast.
Investor-ready business plans, financial forecasts, executive summaries, presentations are specialties, along with ongoing CFO consulting to help new firms locate venture capital.
As a consequence, Kenedix has revised upward its financial forecast for both consolidated and non-consolidated interim operating income, ordinary income, and net income.
Many business owners attempt to build a business without a financial forecast because they trust their instincts.
Investors bought back blue-chip shares and unloaded high-techs following a downbeat financial forecast from semiconductor equipment maker Applied Materials Inc.
Sir, - In The Post (Sep 6) it was pleasing to read about the projected financial forecast for the NEC group.
In connection with today's announcement, Big Lots reaffirmed its financial forecast for the Q2 and FY19, as previously disclosed on May 31.
It requires school to submit a financial forecast in a format determined by the la which is based on cfr (consistent financial reporting) codes prescribed by the dfe.
In its statement, the vendor said that the disposal would not alter its previous financial forecast for financial 2011, or its planned investment level.
NORDIC BUSINESS REPORT-October 15, 2010--Finnish Atria cuts financial forecast for 2010(C)2010 M2 COMMUNICATIONS http://www.m2.com
JAL has also revised its financial forecast for fiscal year 2008, which ends on 31 March 2009.
"In a time when New York City faces a difficult financial forecast and high rates of unemployment, the development of the NYSCC will provide New York and New Yorkers with $80 million in new annual revenue, tens of thousands of temporary construction jobs and more than 6,700 permanent jobs."

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