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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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We may well be on the cusp of the most important longevity surprise in modern financial planning.

From MarketWatch Aug. 26, 2026

Putting a home inside a trust is a common financial planning strategy for those looking to ease the burden on heirs or avoid estate taxes.

From The Wall Street Journal Aug. 11, 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

Tom Gau happens to sell financial planning services.

From "The Tipping Point" by Malcolm Gladwell

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