Financial Planning definition

Financial Planning means the process of determining whether and how a

Financial Planning. You will be eligible to be reimbursed for up to $3,500.00 per calendar year for expenses incurred for financial planning and/or tax preparation.

Financial Planning means the Financial advice delivered by a Financial Planner;

Examples of Financial Planning in a sentence

• Financial Planning, Accounting and Reporting Examination of Claims The State purchase order system is fully operational in that purchase orders are issued for the financial transactions of the Board.

• You will also be eligible to participate in the Company’s Physical Examination and Financial Planning Program.

• We only receive commission where we are entitled to receive these payments through existing arrangements with product providers.If you are charged a Financial Planning Advice Fee, we may rebate some or all of the above commission to you.

• You can also contact the Financial Planning Association (FPA) at www.fpa.asn.au to make a complaint (please note that the FPA cannot award compensation).

• In situations where you purchase this software Count receives 17.5% of the annual software licence fee.We are a Professional Partner of the Financial Planning Association of Australia (FPA).

More Definitions of Financial Planning

Financial Planning means the action of projecting financial impacts of business and IT decisions based on historical data and analytic examination of current expenditures. Financial Responsibility Matrix means the matrix set forth in Appendix 5-B to Schedule 5 to the Agreement, which identifies each Party’s financial responsibility for the resources used to provide the Services. Financial Statements means all financial statements, reports and other information furnished by HPES to HPI or reported by HPES to the Securities and Exchange Commission or similar Governmental Authority.

Financial Planning shall include analysis of Clients’ current financial situation, identification of

Financial Planning means analyzing the financial circumstances of another person and providing a plan to meet that other person’s financial needs and objectives, including any investment plan insecurities, whether or not a fee is charged in relation thereto.

Financial Planning means a process of developing strategies to help people manage their financial affairs to meet personal goals. In creating their recommendations and plans, financial planners may review all relevant aspects of a client’s situation across a breadth of financial planning activities, including inter-relationships among often conflicting objectives.

Financial Planning. Executive is eligible to receive financial planning and income tax preparation services from PricewaterhouseCoopers. This service includes a financial plan and an annual review update. The yearly benefit of this service shall not exceed $15,000. - PERSONAL EXCESS LIABILITY INSURANCE POLICY ("UMBRELLA POLICY"): ChoicePoint will provide, at no charge to Executive, a $5,000,000 insurance policy for Executive's benefit while Executive is employed as a ChoicePoint executive. This coverage is in addition to the coverage limits provided in Executive's personal insurance policies such as a homeowners' personal liability policy and an automobile liability policy. - COMPANY PHYSICAL: ChoicePoint will pay up to $1,000 per year for Executive to receive a health and life style assessment that has been customized to Executive's specific age, gender, health history, and life style. Generally, this includes a physical exam, tests and other screening procedures that are recommended for a person Executive's age by the American Medical Association (AMA). This may be provided by Executive's physician, or if Executive would like to utilize St. Joseph's Executive Health Center in Atlanta, Executive should contact the ChoicePoint Benefits Department.

Financial Planning. The Interlake School Division and the Interlake School Division Bus Drivers’ Association recognize that members of the Association may wish to receive financial planning advice and information to prepare for retirement or resignation from their employment. The Division and the Association agree that:

Financial Planning. You will be provided $18,000 for financial planning in April of both 2001 and 2002.