Terms Financial planning
Financial
Planning / Life Cycle Plan
Financial
plan also known as life cycle plan takes your financial situation, your future
financial requirements based on the your family life style, your expected
growth in income levels and a view on the general economic conditions into
account and project estimates of certain future financial needs.
Then
the financial plan also provides investments goals to meet those needs.
The
ways to meet goals when you are there & when you are not there also
mentioned in the plan.
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