The bachelor thesis is focused on planning of personal and family finances. In the bachelor thesis we have identified the current state of solved problems at home and abroad. We divided finances by sector of the national economy, and we focused on the financial plan in particular. We have defined goals, resources of the financial plan and currently used financial market products. The main objective of the work was to propose an operational and strategic financial plan for a specific subject. We have analyzed the financial situation of the entity, and based on this information, we have developed financial plans. The final part focused on the evaluation of the results achieved and the presentation of the financial planning process.