Financial Planning means the process of determining whether and how a
Financial Planning means the action of projecting financial impacts of business and IT decisions based on historical data and analytic examination of current expenditures. Schedule 1 (Defined Terms) IT Service Agreement 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. 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.
Examples of Financial Planning in a sentence
Financial planning and accounting for the costs of pensions presents a difficult challenge.
Financial planning business An authorised Financial Services Provider as defined in the Financial Advisory and Intermediary Services Act, which may be either a legal entity or an individual.
The Process Plan applicable to the fourth revision cycle included the following key IDP processes and deliverables: • Registration of community needs;• Compilation of departmental business plans including key performance indicators and targets;• Financial planning and budgeting process;• Public participation process;• Compilation of the SDBIP, and• The review of the performance management and monitoring processes.
Financial planning is integrated with and supports all institutional planning.
Financial planning fees related to investment funds are recognized steadily over the period in which the service is provided.
More Definitions of Financial Planning
Financial Planning shall include analysis of Clients’ current financial situation, identification of their financial goals, and developing and recommending financial strategies to realize such goals.
Financial Planning means the Financial advice delivered by a Financial Planner;
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. 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 means the process of creating strategies to manage the client’s financial affairs in order to achieve their defined financial objectives.
Financial Planning means our provision of advice or Services" recommendation(s) in relation to wealth or financial planning (not amounting to financial advisory services within the meaning of the FAA); "Flexible Portfolio" means a portfolio of which one or more underlying Investment(s) and/or class(es), type(s) or theme(s) of Investments (as made available by us from time to time) are selected and/or modified by you at your own discretion; "FWP Information" has the meaning ascribed to it in clause 3.1(a) of SCHEDULE 4 to this Agreement; "General Investing" means an investment approach that is generic in nature, and may not relate or conform to a certain specific class of Investments, theme, industry or sector;
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.