A financial plan is a document containing a person s current money situation and long term monetary goals, as well as strategies to achieve those goals. In either case, it begins with a thorough evaluation of the individual s current financial state and future expectations..A financial advisor is your planning partner. Let s say you want to retire in years or send your child to a private university in years. To accomplish your goals, .A financial planner is a qualified money management professional who helps clients meet their financial goals..Financial planning can cover all areas of your financial life. Discover the many ways an RBC Financial Planner can help you reach your goals..Financial planning helps you determine your short and long term financial goals and create a balanced plan to meet those goals. Here are ten powerful reasons .Financial planning is the process of outlining how your money, investments and other assets can help you meet your financial goals..It identifies and prioritizes your short, medium and long term lifestyle and financial goals it clarifies your current financial position, including your net worth and .Financial Planning is the process of estimating the capital required and determining its competition. It is the process of framing financial policies in relation to .A financial plan is a comprehensive overview of your financial goals and the steps you need to take to achieve them. Financial plans are .Financial planning. A financial plan looks at where you are today and where you want to go. It defines your short and long term financial goals .