financial planning

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. Bloomberg Financial Dictionary

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Ⅰ.
financial plan UK US noun [C] FINANCE
a plan made by a person or organization about their income, spending, etc.: a comprehensive/detailed/long-term financial plan »

For a comprehensive financial plan that addresses investing, taxes, estate planning, insurance and other topics, figure on paying between $500 and $2,000.

»

The commission approved several financial management measures, including five-year financial plans and quarterly reports.

financial planning noun [U]
»

Financial planning and production plans should be matched with the advertising expectations of the brand.

Ⅱ.
financial planning UK US noun [U]
FINANCE the activity of making decisions about how someone should manage their financial arrangements: »

We cover all aspects of financial planning including creating a budget, saving money, planning for college, retirement, taxes, etc.

»

the principles of prudent and responsible personal financial planning


Financial and business terms. 2012.

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