Talk:Financial plan

message: I started trying to expand this so that the article will cover both personal and business uses of the term financial plan.  There seems to be a professional group of personal financial advisers who wrote this article using mostly their own use of the term.  I'm not saying that's wrong, of course, I'm just working on adding some additional uses of the term. All help is greatly appreciated.  --SueHay 21:54, 6 March 2007 (UTC)
replies: text: I believe the opening statement indicates that the structure and content of a financial plan differs somewhat depending on the plan's scope. Personal financial plans tend to differ in structure and content from corporate financial plans.  As far as "goals, objectives and targets," it can be argued that adhering to a financial plan is the goal/objective/target. Very few people buy or sell something they can't define, however vaguely. The financial planning industry, just like the auto industry, markets its product with a lot of hype.  That's marketing.  What needs to be here in Wikipedia is a clear description of what a financial plan is.  Whatever reference sources you have for the use, content and structure of financial plans, please consider expanding this article to include your information. --SueHay 02:08, 21 March 2007 (UTC)
thread_title: Personal and business financial plans

message: Hi $x=x+1$  —Preceding unsigned comment added by 59.93.193.133 (talk) 16:49, 12 January 2010 (UTC)
thread_title:  Boolean function and $S$-box 

message: I added the notion of an objive to the lead.  I.e., I added the notion that a financial plan must have a financial objective.  I feel justified in this assertion because the page on "plan", says that an objective is a definitional component of a plan.  I.e., there is no plan without an objective
Piratejosh85 (talk) 19:16, 14 April 2012 (UTC)
thread_title: Importance of '''objectives'''

message: Here is a list of journal articles that had been added to the External links section. They do not belong there but could be good sources for the article body:
*Prospective Analysis: Guidelines for Forecasting Financial Statements, Ignacio Velez-Pareja, Joseph Tham, 2008
*To Plug or Not to Plug, that is the Question: No Plugs, No Circularity: A Better Way to Forecast Financial Statements, Ignacio Velez-Pareja, 2008
*A Step by Step Guide to Construct a Financial Model Without Plugs and Without Circularity for Valuation Purposes, Ignacio Velez-Pareja, 2008
*Long-Term Financial Statements Forecasting: Reinvesting Retained Earnings, Sergei Cheremushkin, 2008
Jojalozzo 15:24, 18 January 2013 (UTC)
thread_title:  Possible references 

message: The lead of Financial plan talks briefly about planning for individuals. The rest of the articles is about businesses, which duplicates this article. Not enough info for separate articles and no reason for business financial planning to be split like this. MB 20:13, 13 November 2022 (UTC)
replies: text: Agree in principle. My only concern is that nothing except the final paragraph in Financial planning (business) is sourced at all. Joyous! Noise! 02:10, 7 March 2023 (UTC)
replies: text: Given the above, merged only the referenced section (plus external links);  Klbrain (talk) 10:14, 10 June 2023 (UTC)
thread_title:  Proposed merge of [[Financial planning (business)]] into [[Financial plan]]