Financial planning is an ongoing process that involves coordinating the financial decisions of an individual or family. Financial planning helps you make informed choices that can increase your ...

Initially, there wasn’t much to define “financial planning” as such, including its mission and purpose. Was it a product delivery system or a fiduciary profession? Reasonable people thought ...

(October 6, 2003) The Financial Planners Standards Council (FPSC) is including a straightforward definition of financial planning as part of a draft practice standards document which has just been ...

A financial plan is strategic and focuses on long-term ... Before a company can manage itself strategically, it needs to define its objectives precisely, identify and quantify its available ...

A financial advisor is someone who helps clients evaluate their finances and develop a plan for how they can achieve their financial goals. To help their clients, financial advisors can provide a ...