financial plan

US /faɪˈnænʃəl plæn/
UK /faɪˈnænʃəl plæn/
"financial plan" picture
1.

piano finanziario

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

:
Creating a solid financial plan is crucial for retirement.
Creare un solido piano finanziario è cruciale per la pensione.
Our advisor helped us develop a personalized financial plan.
Il nostro consulente ci ha aiutato a sviluppare un piano finanziario personalizzato.