Talk:Financial planning

In reading the article, the statement "Note the distinction between an investment plan and a financial plan. Although the terms are frequently interchanged, they have a very different purpose." doesn't jive with the fact the Investment Planning redirects to Financial Planning. --Peculiar Investor 21:01, 1 September 2012 (CDT)

The page titles (and content) refer to the planning process, while the statement refers to the planning products - the result of the process. --LadyGeek 09:11, 2 September 2012 (CDT)
 * That I understand, but I still find the placement of the warning note a bit confusing as it comes before any mention of investment plan and therefore seems out of context as written. I tried using my browser to search for "investment plan" within the article to understand the context. Maybe the confusion arises from the line "Write an Investment Policy Statement (IPS) or Investing plan", should Investing plan be changed to Investment plan (there are two instances)? Would it also help to mention in the warning that an investment plan is typically part of a financial plan?--Peculiar Investor 09:41, 2 September 2012 (CDT)

Good points. I updated the page. This moves the inconsistency to Investment Policy Statement, but there are a lot of links to this page (including those to the investing plan section from the forum) - I don't want to risk breaking anything. So, I updated the text to say that an investment plan is the same as an investing plan. Comments are being solicited in New in Wiki - Financial Planning. --LadyGeek 10:03, 2 September 2012 (CDT)

Modify lead-in to stress the process instead of the product
Old: A financial plan is not about amassing piles of money. It's a long-term process of managing your finances so you.... Proposed: Financial,planning is the 'long-term'' process of managing your finances so you...

--BeBH65 22:05, 1 December 2015 (UTC)