Financial Planning Tips - - PowerPoint PPT Presentation

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Financial Planning Tips -


For Businesses Financial Planning is very important. This presentation includes some tips regarding financial planning. – PowerPoint PPT presentation

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Title: Financial Planning Tips -

Finanacial Planning Tips
Significance of Financial Planning
  • Financial planning implies deciding what to
    spend, how to spend and how much to spend
    according to the funds that are available.
  • Financial planning needs to be done by everyone
    from individuals to large multi-national
    corporations. The larger the quantum of funds
    that one is dealing with, the more the effort
    required to plan its usage appropriately.
  • Financial planning adds tremendous value to the
    company. In fact, without it no enterprise can
    function efficiently.

Objectives of Financial Planning
  • Availability of Sufficient Funds
  • To make sure that sufficient funds are available
    for meeting day-to-day expenses, purchasing long
    term assets, and dealing with unforeseen costs.
    Planning is not only done to make sure that
    finance is available in a timely manner, but also
    that the company knows exactly where to raise the
    money from when it is needed.

Financial Planning Execution
  • Sales forecasting
  • Projection of the assets required to support
  • Projection of funds that are generated within the
  • Identifying the means to raise the funds
  • Assessing the effect of plans on financial ratios
    and stock price

  • Financial Planning
  • Tips of 2017

  1. Maximize your retirement savings
  2. Reallocate your investments
  3. Dont forget your estate plan
  4. Invest for the long term
  5. Capital ownership is key
  6. Manage your debt to stay out of debt
  7. Talk with loved ones about money
  8. Review insurance coverages
  9. Education Re-financing
  10. Maximize flexible spending accounts

  • Website http//
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