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financial planning

American  

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.


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Example Sentences

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Demand for financial planning and investment management has ballooned in recent years along with the net worth of wealthy Americans, thanks to a robust stock market rally.

From The Wall Street Journal Aug. 26, 2026

Keep putting 3% to 5% of your income aside for your child’s future, as long as your good fortune and smart financial planning lasts.

From MarketWatch Aug. 20, 2026

Now that AI is taking over seemingly everything, you may wonder if it can handle your financial planning and investment management.

From MarketWatch Jul. 24, 2026

Research from wealth manager Quilter suggests almost half of couples do not share financial planning equally, with 46% acting alone in some way and more than one in 10 leaving one partner solely responsible.

From BBC Jul. 23, 2026

His firm — Kavesh and Gau — is the biggest in its field in southern California and one of the top financial planning firms in the country.

From "The Tipping Point" by Malcolm Gladwell

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