Terms

Financial Planning

Financial Planning

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 procurement, investment and administration of funds of an enterprise. It is the process of framing objectives, policies, procedures, programs and budgets regarding the financial activities of a concern. This ensures effective and adequate financial and investment policies.

Entities

Abacus Wealth Partners
Barclays Investment Bank
Bell Investment Advisors
Bleakley Advisory Group
Blue Ocean Global Wealth
Bone Fide Wealth
Brenton Point Wealth Advisors LLC
Buckingham Strategic Wealth
Carroll Financial
Churchill Management Group
Clarfeld Financial Advisors
Clearview Trading Advisors Inc
Complete Intelligence
Cooke Financial Group
DeYoe Wealth Management
Evergreen Gavekal
Explorador Capital Management LLC
Flagship Harbor Advisors
GFM Asset Management
Gen Y Planning
Goldman Sachs Personal Financial Management
Gratus Capital
Hightower Advisors
Hightower Bethesda
Homrich Berg
Investment Banking Institute
JKD Capital, LLC
Kovitz
LVW Advisors
Lake Avenue Financial
Marcato Capital Management
Massey & Associates, Inc.
Money Map Press
NCA Financial Planners
National Association of Personal Financial Advisors
Nomura Corporate Research and Asset Management Inc.
Obermeyer Wood Investment Counsel
Orcam Financial Group
PWL Capital
PagnatoKarp
Parcion Private Wealth
Pinnacle Advisory Group
Pring Turner Capital Group
RIA Advisors
Ritholtz Wealth Management
Simone Zajac Wealth Management Group
Tekne Capital Management
The Vanguard Group
TheStreet
Wealth Resources Group
Wise Investor Group
oXYGen Financial

Entity Types

Family Offices

People

Alejandro Reyes
Alex Chalekian
Andrew Hallam
Andy Berg
Andy Clarke
Anne Richards
Barry Ritholtz
Ben Reynolds
Blair DuQuesnay
Bob Johnson
Brad Thomas
Brian Frank
Bruce Zimmerman
Cary Carbonaro
Colleen Jaconetti
Cullen Roche
Dan Bortolotti
Dana Anspach
Daniel Martins
Daniel Zajac
Darren McCammon
David Bahnsen
David Chang
David Fried
David Hunter
David Kudla
David McKnight
Dev Ashish
Douglas Boneparth
Eric Parnell
Eric Tyson
Erik Conley
Gary Shilling
Gerald Jensen
Gillem Tulloch
Harald Malmgren
Hildy Richelson
Jeff Kosnett
Jeff Leventhal
Jeff Massey
Jeff Rose
Jeffrey Kleintop
Jim Blankenship
Joe Duran
Joffre Lefevre
Jonathan DeYoe
Kevin Myeroff
Kirk Spano
Lance Gaitan
Larry Carroll
Larry Swedroe
Lita Epstein
Lori Van Dusen
Louis Barajas
Louis Llanes
Louis Navellier
Lyn Alden
Maleeha Bengali
Maria Bruno
Martin Armstrong
Matt Bohlsen
Matt Hogan
Michael Finke
Michael Hajek III
Michael Kitces
Michele Cagan
Mike DiBiase
Mike Heroux
Neal Frankle
Paul Mladjenovic
Paul Pagnato
Rita Cheng
Robert Breedlove
Roger Wohlner
Ron Carson
Russell Wild
Sam Volkering
Scott Van Den Berg
Sophia Bera
Steve Johnson
Steven Van Metre
Suze Orman
Ted Jenkin
Ted Snow
Tim Price
Tuur Demeester
Warren Pies

Positions

Above the Market
Complete Idiot's Guide to Tax Breaks and Deductions
Finimize
Getting Your Financial Ducks In A Row
Good Financial Cents
How to Stop Living Paycheck to Paycheck
Investments
Long Run Income
Mindful Money
Nerd’s Eye View
Personal Finance Terms
Real Investment Advice
Stable Investor
The Barefoot Investor
The Chicago Financial Planner
The Infographic Guide to Personal Finance
The White Coat Investor

Publication Types

Asset Protection

Strategies

Portfolio Management