Financial planning
0339-en WI200 Financial Management As of 11.07.2026
Refers to the optimisation of private assets, pension plans, taxes, property/inheritance matters and income/expenses budgets for the financial realisation of personal targets and requirements (early retirement, home purchasing, emigration etc.) or for addressing financially critical phases (retirement, divorce, disability etc.). Financial planning is carried out with no reference to products or suppliers.
Deutsch
Finanzplanung 0339-de
Sie umfasst die produkt- und anbieterneutrale Optimierung von Privatvermögen, Vorsorge, Steuern, Güter- / Erbrecht und Einnahmen / Ausgaben-Budget zur finanziellen Realisierung von persönlichen Zielen und Wünschen (Frühpensionierung, Wohneigentumserwerb, Auswandern usw.) oder zur Meisterung finanziell kritischer Lebensphasen (Pensionierung, Scheidung, Invalidität usw.).
Suggested citation
Financial planning (0339-en), in: LAWPEDIA®-Glossar, provided by LAWCONSULT AG, www.lawconsult.ch/lawpedia/en/financial-planning, as of: 11.07.2026 [accessed on …].
The entries in the LAWPEDIA® glossary serve general information purposes and do not constitute legal advice. Despite careful preparation, LAWCONSULT AG accepts no liability for the accuracy, completeness or timeliness of the information.