Financial Plan vs Financial Planning

Financial Plan vs Financial Planning

So many people don’t appreciate the difference between creating a Financial Plan and doing Financial Planning. It’s so much more than just being a noun vs being a verb!

A financial plan is a document, a single point-in-time document. Financial planning is an ongoing process that changes dramatically over time.  A standalone financial plan looks completely different for a new grad than it does for somebody approaching past retirement, and again past retirement.

Check out Nicholas Bucci’s short video to understand the difference and why it’s so important for your long-term financial wellbeing.

Financial Plan vs Financial Planning

1
Financial Plan vs Financial Planning
1:13

So many people don't appreciate the difference between creating a Financial Plan and doing Financial Planning. It's so much more than just being a noun vs being a verb!

A financial plan is a document, a single point-in-time document. Financial planning is an ongoing process that changes dramatically over time.  A standalone financial plan looks completely different for a new grad than it does for somebody approaching past retirement, and again past retirement.

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Enrolled: 1 student
Duration: 1:13
Lectures: 1
Level: Beginner

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