Financial plan

Definition of the financial plan

What is a financial plan? A financial plan is a document containing a person’s current financial situation and long-term monetary goals, as well as strategies for achieving those goals. A financial plan begins with a thorough assessment of a person’s current financial situation and future expectations and can be created independently or with the help […]

Financial plan

The importance of making an annual financial plan

Taking a strategic approach to managing your finances is a good way to keep an eye on your situation, but even the most organized person doesn’t always take the time to put together an annual financial plan and define what they hope for. achieve financially. over the next 12 months. Even if you feel pretty […]