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

AE Wealth Management
Abacus Wealth Partners
Adviser Investments
Ameriprise Financial
Amplius Wealth Advisors
Baker Street Advisors
Barclays Investment Bank
Beacon Pointe
Beckon Capital
Bell Investment Advisors
Bleakley Advisory Group
Bleakley Financial Group
Blue Ocean Global Wealth
Bone Fide Wealth
Brenton Point Wealth Advisors LLC
Brouwer & Janachowski
Buckingham Strategic Wealth
Canal Capital Management
CapWealth
Carroll Financial
Carver Financial Services
Cassaday & Company, Inc.
Cetera Advisor Networks
Chevy Chase Trust
Churchill Management Group
Clan Capital
Clarfeld Financial Advisors
Clearview Trading Advisors Inc
Collins Investment Group
Compendium Finance
Complete Intelligence
Cooke Financial Group
D.K. Brede Investment Management
DeYoe Wealth Management
Douglas C. Lane & Associates
EVOKE ARIS
Edelman Financial Engines
Essex Investment Management
Evergreen Gavekal
Explorador Capital Management LLC
Federal Reserve Bank of Boston
First Republic
Flagship Harbor Advisors
GFM Asset Management
Gen Y Planning
Gerstein Fisher
Goldman Sachs Personal Financial Management
Gratus Capital
HCR Wealth Advisors
Hayden Royal
Heritage Financial Services
Hightower Advisors
Hightower Bethesda
Homrich Berg
IEQ Capital
Investment Banking Institute
Investment Counsel Company
JKD Capital, LLC
Jacques Financial LLC
Janney Montgomery Scott
John G. Ullman & Associates, Inc.
Kaplan Professional
Key Financial
Klingman & Associates
Kovitz
LVW Advisors
Lake Avenue Financial
Leeb Capital Management
MG&A Wealth
Mainstay Capital Management
Marcato Capital Management
Mason Investment Advisory Services
Massey & Associates, Inc.
McGee Wealth Management
Mercer Advisors
Money Map Press
Movement Capital
NCA Financial Planners
National Association of Personal Financial Advisors
National Institute for Cannabis Investors
Nomura Corporate Research and Asset Management Inc.
Obermeyer Wood Investment Counsel
Octo Members Group
Odyssey Capital Advisors
Orcam Financial Group
Overlook Investments Group
PWL Capital
PagnatoKarp
Parcion Private Wealth
Paul R. Ried Financial Group
Pence Wealth Management
Pictet Wealth Management
Pinnacle Advisory Group
Pring Turner Capital Group
Private Advisor Group
Professional Planning Group
Puckett & Sturgill Financial Group
RBC Wealth Management
RIA Advisors
Raymond James Financial
Reynders, McVeigh Capital Management
Ritholtz Wealth Management
Robertson Stephens
Royal Bank of Canada
SWS Partners
Sand Hill Global Advisors
Seymour Asset Management
Simone Zajac Wealth Management Group
Snowden Lane Partners
Sungarden Investment Management
Tekne Capital Management
The Vanguard Group
TheStreet
True North Advisors
VWG Wealth Management
Wateroak Advisors
Wealth Resources Group
Wise Investor Group
oXYGen Financial

Entity Types

Family Offices

People

A. Donahue Baker
Aaron Puckett
Aaron Romain
Adam Butler
Adam Epstein
Adam Goldstein
Alejandro Reyes
Alex Chalekian
Alex Koyfman
Amir Mossanen
Andrew Campbell
Andrew Hallam
Andy Berg
Andy Clarke
Andy Schwartz
Anne Richards
Ariel Yusim
Ash Chopra
Atul Varma
Barry Garber
Barry Glassman
Barry Ritholtz
Ben Reynolds
Bill Greco
Bill King
Bill Sullivan
Blair DuQuesnay
Bob Collins
Bob Froehlich
Bob Johnson
Brad Thomas
Bradley Safalow
Brenda Vingiello
Brian Frank
Brian Hetherington
Bruce Burrows
Bruce Munster
Bruce Zimmerman
Carol Fabbri
Carrie Schwab-Pomerantz
Cary Carbonaro
Charles Day
Charles Noble III
Charlie McKinney
Chris Cook
Christopher Joye
Colleen Jaconetti
Cullen Roche
Curtis Eustis
Dan Bortolotti
Dan Schwartz
Dana Anspach
Dana Locniskar
Daniel Fries
Daniel Martins
Daniel Zajac
Darren McCammon
David Bach
David Bahnsen
David Bieber
David Chang
David Copeman
David Ellis III
David Fried
David Hunter
David Kretzmann
David Kudla
David Magrone
David McKnight
Dean Braun
Dean Trindle
Debra Brede
Degas Wright
Dev Ashish
Devin Condron
Divya Narendra
Don d'Adesky
Douglas Boneparth
Dwight Emanuelson
Edwin Choi
Elliott Kugel
Emily Rubin
Eric Gray
Eric Parnell
Eric Tyson
Erik Conley
Erin Scannell
Evan Steinberg
Gary Shilling
George Papadoyannis
George Peacock
Gerald Jensen
Gerry Klingman
Ghislain Gouraige
Gianni Kovacevic
Gillem Tulloch
Glenn Williams Jr
Greg Heller
Greg Smith
Gregg Fisher
Harald Malmgren
Harold Trischman
Hildy Richelson
Indranil Ghosh
Ira Kravitz
Jason Dworak
Jason Katz
Jason Stephens
Jeff Colin
Jeff Kosnett
Jeff Leventhal
Jeff Massey
Jeff Price
Jeff Rose
Jeffrey Kleintop
Jerremy Newsome
Jim Bantis
Jim Blankenship
Jim Detterick
Jim McLaughlin
Jim Moriarity
Joe Duran
Joe Martina
Joffre Lefevre
Johanna Walters
John Montgomery
Jon Zeschin
Jonathan DeYoe
Jonathan Murray
Jordan Waxman
Josh Malkin
Judith McGee
Jurgen Muhlhauser
Keith Mericka
Kenneth Ameduri
Kent Kirby
Kevin Charleston
Kevin Myeroff
Kirk Spano
Laila Pence
Lance Gaitan
Larry Carroll
Larry Swedroe
Lee Robertson
Leo Stevenson
Lita Epstein
Lori Van Dusen
Louis Barajas
Louis Llanes
Louis Navellier
Lyn Alden
Mal Makin
Maleeha Bengali
Margaret Starner
Maria Bruno
Mark Binder
Mark Cortazzo
Mark Fendrick
Mark Moore
Mark Sear
Mark Smith
Mark Thorndyke
Mark Whitmore
Martin Halbfinger
Martin Armstrong
Mary Deatherage
Mary Mullin
Matt Bohlsen
Matt Hogan
Matthew Tuttle
Max Peckler
Melissa Corrado-Harrison
Michael Kanigher
Michael Finke
Michael Hajek III
Michael Kitces
Michael Miller
Michele Cagan
Michelle Johnston
Mike Angerthal
Mike DiBiase
Mike Heroux
Mike Klein
Mike Matthews
Mike Philbrick
Mike Sawyer
Mohamed Eldawy
Morgan Paxhia
Moss Crosby
Muhammad Wahdy
Neal Frankle
Neil Canell
Neil Gilliss
Noel Weil
Oliver Harris
PJ Schwarz
Pamela Rosenau
Patti Brennan
Paul Mladjenovic
Paul Pagnato
Paul Ried
Pete Wargent
Peter Bermont
Peter Rukeyser
Phil Hartl
Rachel Podnos O'Leary
Raj Pathak
Randy Carver
Ric Edelman
Rich Abrams
Rich Petit
Rich Pluta
Rip Hale
Rita Cheng
Rob Bertino Jr.
Rob Metcalf
Rob Mooney
Rob Siracusano
Robert Breedlove
Robert Skinner II
Rodrigo Gordillo
Roger Wohlner
Ron Carson
Ron Stenger
Roy DeCaro
Russell Wild
Ryan Dinse
Ryan Sprowls
Sallie Krawcheck
Sam Volkering
Scott Van Den Berg
Sean Yu
Shane Brisbin
Shannon Eusey
Shawn Rubin
Sonny Kothari
Sophia Bera
Spuds Powell
Stephen Janachowski
Steve Johnson
Steve Schultz
Steven Van Metre
Susan Williams
Suze Orman
Ted Davis
Ted Jenkin
Ted Snow
Terrell Gates
Tim Emanuels
Tim Pagliara
Tim Price
Toby Loftin
Todd Battaglia
Tom Frame
Tuur Demeester
Tyler Winklevoss
Valerie Houts
Victor Livingstone
Vijay Marolia
Warren Pies

Publications

A Social Security Owner's Manual
Above the Market
Complete Idiot's Guide to Tax Breaks and Deductions
Discover the Wealth Within You
Finimize
Four Green Houses and a Red Hotel
Getting Your Financial Ducks In A Row
Good Financial Cents
How to Have More than Enough
How to Stop Living Paycheck to Paycheck
Investments
Long Run Income
Mindful Money
Nerd’s Eye View
Overworked, Overwhelmed, and Underpaid
Personal Finance Desk Reference
Personal Finance Terms
Quick-turn Marketing
Real Investment Advice
Retire Young Retire Rich
Retirement Planning QuickStart Guide
Rich Kid Smart Kid
Set for Life
Smart Money Smart Kids
Stable Investor
Surviving a Layoff
The 21 Success Secrets of Self-Made Millionaires
The Babylon Course in Financial Success For Those Who Desire Much Gold
The Barefoot Investor
The Barefoot Retirement Plan
The Basics of Finance
The Big Birthday Surprise
The Chicago Financial Planner
The Infographic Guide to Personal Finance
The Relaxing Retirement Formula
The Squirrel Manifesto
The Truth About Money
The Truth About Your Future
The White Coat Investor
What Every Fidelity Investor Needs to Know
You're Retired...Now What?

Strategies

Asset Protection

Terms

Portfolio Management

A. Donahue Baker

Aaron Puckett

Aaron Romain

Adam Butler

Adam Epstein

Adam Goldstein

Alejandro Reyes

Alex Chalekian

Alex Koyfman

Amir Mossanen

Andrew Campbell

Andrew Hallam

Andy Berg

Andy Clarke

Andy Schwartz

Anne Richards

Ariel Yusim

Ash Chopra

Atul Varma

Barry Garber

Barry Glassman

Barry Ritholtz

Ben Reynolds

Bill Greco

Bill King

Bill Sullivan

Blair DuQuesnay

Bob Collins

Bob Froehlich

Bob Johnson

Brad Thomas

Bradley Safalow

Brenda Vingiello

Brian Frank

Brian Hetherington

Bruce Burrows

Bruce Munster

Bruce Zimmerman

Carol Fabbri

Carrie Schwab-Pomerantz

Cary Carbonaro

Charles Day

Charles Noble III

Charlie McKinney

Chris Cook

Christopher Joye

Colleen Jaconetti

Cullen Roche

Curtis Eustis

Dan Bortolotti

Dan Schwartz

Dana Anspach

Dana Locniskar

Daniel Fries

Daniel Martins

Daniel Zajac

Darren McCammon

David Bach

David Bahnsen

David Bieber

David Chang

David Copeman

David Ellis III

David Fried

David Hunter

David Kretzmann

David Kudla

David Magrone

David McKnight

Dean Braun

Dean Trindle

Debra Brede

Degas Wright

Dev Ashish

Devin Condron

Divya Narendra

Don d'Adesky

Douglas Boneparth

Dwight Emanuelson

Edwin Choi

Elliott Kugel

Emily Rubin

Eric Gray

Eric Parnell

Eric Tyson

Erik Conley

Erin Scannell

Evan Steinberg

Gary Shilling

George Papadoyannis

George Peacock

Gerald Jensen

Gerry Klingman

Ghislain Gouraige

Gianni Kovacevic

Gillem Tulloch

Glenn Williams Jr

Greg Heller

Greg Smith

Gregg Fisher

Harald Malmgren

Harold Trischman

Hildy Richelson

Indranil Ghosh

Ira Kravitz

Jason Dworak

Jason Katz

Jason Stephens

Jeff Colin

Jeff Kosnett

Jeff Leventhal

Jeff Massey

Jeff Price

Jeff Rose

Jeffrey Kleintop

Jerremy Newsome

Jim Bantis

Jim Blankenship

Jim Detterick

Jim McLaughlin

Jim Moriarity

Joe Duran

Joe Martina

Joffre Lefevre

Johanna Walters

John Montgomery

Jon Zeschin

Jonathan DeYoe

Jonathan Murray

Jordan Waxman

Josh Malkin

Judith McGee

Jurgen Muhlhauser

Keith Mericka

Kenneth Ameduri

Kent Kirby

Kevin Charleston

Kevin Myeroff

Kirk Spano

Laila Pence

Lance Gaitan

Larry Carroll

Larry Swedroe

Lee Robertson

Leo Stevenson

Lita Epstein

Lori Van Dusen

Louis Barajas

Louis Llanes

Louis Navellier

Lyn Alden

Mal Makin

Maleeha Bengali

Margaret Starner

Maria Bruno

Mark Binder

Mark Cortazzo

Mark Fendrick

Mark Moore

Mark Sear

Mark Smith

Mark Thorndyke

Mark Whitmore

Martin Halbfinger

Martin Armstrong

Mary Deatherage

Mary Mullin

Matt Bohlsen

Matt Hogan

Matthew Tuttle

Max Peckler

Melissa Corrado-Harrison

Michael Kanigher

Michael Finke

Michael Hajek III

Michael Kitces

Michael Miller

Michele Cagan

Michelle Johnston

Mike Angerthal

Mike DiBiase

Mike Heroux

Mike Klein

Mike Matthews

Mike Philbrick

Mike Sawyer

Mohamed Eldawy

Morgan Paxhia

Moss Crosby

Muhammad Wahdy

Neal Frankle

Neil Canell

Neil Gilliss

Noel Weil

Oliver Harris

PJ Schwarz

Pamela Rosenau

Patti Brennan

Paul Mladjenovic

Paul Pagnato

Paul Ried

Pete Wargent

Peter Bermont

Peter Rukeyser

Phil Hartl

Rachel Podnos O'Leary

Raj Pathak

Randy Carver

Ric Edelman

Rich Abrams

Rich Petit

Rich Pluta

Rip Hale

Rita Cheng

Rob Bertino Jr.

Rob Metcalf

Rob Mooney

Rob Siracusano

Robert Breedlove

Robert Skinner II

Rodrigo Gordillo

Roger Wohlner

Ron Carson

Ron Stenger

Roy DeCaro

Russell Wild

Ryan Dinse

Ryan Sprowls

Sallie Krawcheck

Sam Volkering

Scott Van Den Berg

Sean Yu

Shane Brisbin

Shannon Eusey

Shawn Rubin

Sonny Kothari

Sophia Bera

Spuds Powell

Stephen Janachowski

Steve Johnson

Steve Schultz

Steven Van Metre

Susan Williams

Suze Orman

Ted Davis

Ted Jenkin

Ted Snow

Terrell Gates

Tim Emanuels

Tim Pagliara

Tim Price

Toby Loftin

Todd Battaglia

Tom Frame

Tuur Demeester

Tyler Winklevoss

Valerie Houts

Victor Livingstone

Vijay Marolia

Warren Pies