financial planning

noun

1. the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.

2. the business of devising such programs.

Other Word Forms

• financial planner noun

Example Sentences

Various tweaks to existing tax provisions could significantly affect individuals’ 2025 tax bills—for better or worse—and they call for some time-sensitive strategies, says Jennifer Baick, vice president of Mercer Advisors’ financial planning group.

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Anyone weighing a Roth conversion has a lot to consider, even with the bonus deduction’s arrival, said Matthew Hofacre, founder of Pay It Forward Financial Planning.

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Clubs will have to give projections about their financial planning and their ability to fund the running of the club.

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McKinsey also elected some non-client-facing professionals, elevating the leader of its global financial planning and analysis team, part of a yearslong effort to bolster its back-office functions.

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Through smart financial planning and investing, of course.

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