Financial plan

financial planningfinance planfinancial planning and advicefinancial planning servicesfinancing planplanning
In general usage, a financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.wikipedia
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Budget

budgetingbudgetsannual budget
This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or specific goals for spending and saving in the future.
A budget is a financial plan for a defined period, often one year.

Business plan

Business Plansbusinessbusiness goal
In business, a financial plan can refer to the three primary financial statements (balance sheet, income statement, and cash flow statement) created within a business plan.
financial plan

Personal budget

budgetingbudgetenvelope budgets
Personal budget
A personal budget or home budget is a finance plan that allocates future personal income towards expenses, savings and debt repayment.

Financial planning (business)

financial planningplanning cycle
Financial planning (business)
The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the timeframes involved.

Expense

expensesexpenditurebusiness expense
This plan allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings.

Investment

investmentsinvestingcapital investment
A financial plan is sometimes referred to as an investment plan, but in personal finance a financial plan can focus on other specific areas such as risk management, estates, college, or retirement.

Personal finance

financial managementpersonal financialpersonal financial planning
A financial plan is sometimes referred to as an investment plan, but in personal finance a financial plan can focus on other specific areas such as risk management, estates, college, or retirement.

Financial statement

financial statementsfinancial reportingfinancial report
In business, a financial plan can refer to the three primary financial statements (balance sheet, income statement, and cash flow statement) created within a business plan.

Balance sheet

statement of financial positionbalance sheetsbalance-sheet
In business, a financial plan can refer to the three primary financial statements (balance sheet, income statement, and cash flow statement) created within a business plan.

Income statement

lossprofit and lossprofit and loss account
In business, a financial plan can refer to the three primary financial statements (balance sheet, income statement, and cash flow statement) created within a business plan.

Cash flow statement

statement of cash flowsCash Flow Statements
In business, a financial plan can refer to the three primary financial statements (balance sheet, income statement, and cash flow statement) created within a business plan.

Company

companiesenterpriseenterprises
Financial forecast or financial plan can also refer to an annual projection of income and expenses for a company, division or department.

Capital budgeting

capital budgetcapital expenditurescapital improvement budget
Capital budgeting

Financial planner

financial planningfinancial plannersChartered Financial Consultant
Financial planner

Optimism bias

unrealistic optimismgood and bad informationOptimism
Optimism bias

National Association of Personal Financial Advisors

National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers.

Jedox

Jedox AGJedox OLAP Server
Jedox is an Enterprise Performance Management software which is used to create planning, analytics and reporting solutions.

Austen Morris Associates

Austen Morris Associates, Ltd is an international financial planning and wealth management company providing financial consultancy and advice on international investment structures, long-term financial security, portfolio management, wealth protection, private equity and venture capital funds to investment management groups.

Wealth management

private wealth managementprivate wealthwealth manager
Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others.

Bureau des services financiers (Québec)

The Bureau des services financiers (BSF) was a Quebec organization responsible for the distribution of financial products and services covering the various disciplines defined by the "Act on the distribution of financial products and services": Insurance of persons, group insurance of persons, damage insurance, claims adjudication, financial planning, mutual fund brokerage, brokerage in investment contracts and brokerage in stock exchange plans studies.

United Income

United Income, Inc. is an online investment management and financial planning company located in Washington D.C. The company was founded in September 2016 by Matt Fellowes, an American entrepreneur and former Brookings Institution scholar.

The Wealthy Barber

A Wikibooks Study guide
The Wealthy Barber, full title (The Wealthy Barber: The Common Sense Guide to Successful Financial Planning) is a financial planning book franchise by Canadian author David Chilton.

Chief financial officer

CFOfinance directorFD
The chief financial officer (CFO) is the officer of a company that has primary responsibility for managing the company's finances, including financial planning, management of financial risks, record-keeping, and financial reporting.

Functional Database Model

The functional database model is used to support analytics applications such as financial planning and performance management.