Abstract
The article reveals the role of financial planning in investment strategies, as an integral element of successful management of an organization in a modern economy, which allows one to formulate the organization’s investment goals, determine the direction of financial resources and evaluate the expected economic effect. The authors characterize the methods of financial analysis in the context of financial planning and practical implementation at the enterprise in accordance with the organization’s development strategy. The investment goals that the organization sets for itself when implementing investment strategies are structured in tabular form. The importance of integrating investment aspects in financial planning is emphasized, taking into account the influence of digital tools on the demand for the company’s products and services. The importance of financial planning for making informed management decisions when choosing optimal investment instruments and sources of financing that allow an enterprise to effectively manage risks, optimize the capital structure and orient strategic priorities in accordance with the transformation of the business environment is summarized.
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