A financial plan is a document that details a person's current financial circumstances, their short- and long-term monetary goals, and their strategies to achieve those goals.

A financial plan is a document that details a person's current financial circumstances, their short- and long-term monetary goals, and their strategies to achieve those goals.

A financial plan is a document that details a person's current financial circumstances, their short- and long-term monetary goals, and their strategies to achieve those goals.