Definitions for "financial planning"
An investment professional who helps individuals set and achieve their long-term...
Involves setting short- and long-term financial goals that may involve investments as well as retirement, income tax and estate planning.
The process of developing and implementing a coordinated plan for achievement of financial objectives. It could include income tax planning, retirement planning, investment planning, risk management, and estate planning.
a growing profession
a rapidly growing and potentially lucrative career field
The process of identifying, quantifying and scheduling the financial resources required to undertake a project.
a fee only independant service with no financial products being sold