Financial plan

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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.

See Also

External Links

  • AIFA Association of Independent Financial Advisers - UK Trade body
  • AAFM American Academy of Financial Management
  • NAIFA National Association of Insurance & Financial Advisors
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