Financial Plan

Financial Plan,

Financial Plan: What is the Meaning of Financial Plan?

  • Meaning of Financial Plan: A financial plan is a document that includes a person's current financial situation and long-term monetary goals and strategies for achieving those goals. A financial plan can be created independently or with the help of a licensed financial planner.

    • A financial plan documents a person's long-term financial goals and develops strategies to achieve them.
    • The plan should be comprehensive, but also highly individual to reflect the individual's personal and family circumstances, risk tolerance and future expectations.
    • The project starts with the community's cash value and cash flow and ends with a strategy.

Literal Meanings of Financial Plan


Meanings of Financial:
  1. From a financial point of view.

  2. The financial or financial situation of an organization or individual.

Sentences of Financial
  1. Independent financial advisor

  2. You need to focus on your finances, especially your cash flow

Synonyms of Financial

money, pecuniary, business, banking, monetary, commercial, economic, fiscal, accounting, budgetary, investment


Synonyms of Plan

devise, fix up, draw up a plan of, project, strategy, aim, arrangement, system, frame, outline, draw up a layout of, object, scheme, make a representation of, arrange, shape, idea, target, design, proposition, line up, plan of action, build, programme, work out, aspiration