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In general usage, a financial plan is a series of steps or goals used by an individual or business, the progressive and cumulative attainment of which are designed to accomplish a financial goal or set of circumstances, e.g. elimination of debt, retirement preparedness, etc. This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or specific goals for spending and saving future income. This plan allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings. A financial plan is sometimes referred to as an investment plan, but in personal finance a financial plan can focus on other specific areas such as risk management, estates, college, or retirement.
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Guardian Angel Insurance
and Investment Group

153 Tarklin Road SE
Lancaster, OH Zip 43130
Office: 740-681-1888
Mobile: 740-407-9892
Hours: 8 am - 5 pm M - F and by appointment
Email: info@guardian-angel-insurance.com
Web: www.guardian-angel-insurance.com
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