financial planning
Americannoun
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the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.
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the business of devising such programs.
Other Word Forms
- financial planner noun
Example Sentences
Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.
“The stated minimum is often a signal, not a hard rule,” said Rui Yao, a professor of personal financial planning at the University of Missouri.
From MarketWatch • Apr. 10, 2026
This is more of an emotional question than just financial planning.
From MarketWatch • Apr. 7, 2026
After all, internally in their financial planning, and externally in communication with supporters, the stated target from the previous summer had been a return to European competition, most likely through the Europa League.
From BBC • Apr. 1, 2026
Even with the group’s performance down a bit last year, it contributed 42% of the S&P 500’s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments.
From Barron's • Mar. 5, 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
Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023
Idioms from The American Heritage® Idioms Dictionary copyright © 2002, 2001, 1995 by Houghton Mifflin Harcourt Publishing Company. Published by Houghton Mifflin Harcourt Publishing Company.
