financial plan
US /faɪˈnænʃəl plæn/
UK /faɪˈnænʃəl plæn/
1.
plan financiero
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
:
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Creating a solid financial plan is crucial for retirement.
Crear un sólido plan financiero es crucial para la jubilación.
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Our advisor helped us develop a personalized financial plan.
Nuestro asesor nos ayudó a desarrollar un plan financiero personalizado.