financial plan
US /faɪˈnænʃəl plæn/
UK /faɪˈnænʃəl plæn/

1.
plano financeiro
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.
Criar um sólido plano financeiro é crucial para a aposentadoria.
•
Our advisor helped us develop a personalized financial plan.
Nosso consultor nos ajudou a desenvolver um plano financeiro personalizado.