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

1.
財務計劃
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.
制定一個堅實的財務計劃對退休至關重要。
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Our advisor helped us develop a personalized financial plan.
我們的顧問幫助我們制定了個性化的財務計劃。