Financial plan: Difference between revisions

Content deleted Content added

Inline

Revision as of 21:42, 3 February 2007

A financial plan is a written analysis of an individual's financial circumstances developed by a financial planner, in light of the individual's goals, resources, and current tax law, investment options, and insurance needs.

Also, a financial plan can refer to a section of a business plan, which consists of three financial statements (the income statement, the cash flow projection, and the balance sheet) and a brief analysis of these three statements.

External Links

AIFA Association of Independent Financial Advisers - UK Trade body

AAFM American Academy of Financial Management

FSA website Financial Services Authority

Financial Plan Template

NAIFA National Association of Insurance & Financial Advisors

This business-related article is a stub. You can help Wikipedia by expanding it.

@@ Line 5: / Line 5: @@
 ==See Also==
 * [[Financial planning (business)]]
+[[Category:Wealth management]]
+[[Category:Financial planning]]
+[[Category:Management]]
+[[Category:Project management]]
+[[Category:Strategic management]]
 == External Links ==
 * [http://www.aifa.net/ AIFA] Association of Independent Financial Advisers - UK Trade body
 * [http://www.financialanalyst.org/ AAFM] American Academy of Financial Management
 * [http://www.fsa.gov.uk FSA website] Financial Services Authority
+* [http://www.flivver.net Financial Plan Template]
 * [http://www.naifa.org NAIFA] National Association of Insurance & Financial Advisors
 {{business-stub}}
-[[Category:Management]]
-[[Category:Project management]]
-[[Category:Strategic management]]