Financial Plan

Business, Legal & Accounting Glossary

Definition: Financial Plan

Financial Plan

Full Definition of Financial Plan

Budget or investment strategy that helps an individual take the necessary steps to achieve his/her financial goals. Financial plans may be constructed for a number of reasons, but they are commonly done for retirement planning. The plan may factor in income, investments, forecasts and supplemental advice. Some financial plans are done by licensed professionals that have experience in investing and guiding individuals to make the right decisions.

Cite Term

To help you cite our definitions in your bibliography, here is the proper citation layout for the three major formatting styles, with all of the relevant information filled in.

Page URL
Modern Language Association (MLA):
Financial Plan. Payroll & Accounting Heaven Ltd.
September 30, 2023
Chicago Manual of Style (CMS):
Financial Plan. Payroll & Accounting Heaven Ltd. (accessed: September 30, 2023).
American Psychological Association (APA):
Financial Plan. Retrieved September 30, 2023
, from website:

Definition Sources

Definitions for Financial Plan are sourced/syndicated and enhanced from:

  • A Dictionary of Economics (Oxford Quick Reference)
  • Oxford Dictionary Of Accounting
  • Oxford Dictionary Of Business & Management

This glossary post was last updated: 20th November, 2021 | 0 Views.