Financial planning - The process of evaluating the investing and financing options available to a firm. It 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.
The service provided by a financial planner. This is a long term service provided for clients which considers all their financial affairs and which develops a plan for their financial objectives to be achieved. The plan is regularly reviewed to ensure goals remain on target with modifications being made as necessary.
Financial planning : the process of evaluating the investing and financing options available to a firm. it 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.
the service provided by a financial planner. this is a long term service provided for clients which considers all their financial affairs and which develops a plan for their financial objectives to be achieved. the plan is regularly reviewed to ensure goals remain on target with modifications being made as necessary.
Financial planning