financial plan
US /faɪˈnænʃəl plæn/
UK /faɪˈnænʃəl plæn/
1.
plan financier
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.
Créer un plan financier solide est crucial pour la retraite.
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Our advisor helped us develop a personalized financial plan.
Notre conseiller nous a aidés à élaborer un plan financier personnalisé.