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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.


Other Word Forms

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.

He too has been experimenting with AI and says he expects the tools to make financial planning better in the long-run.

From The Wall Street Journal • May 5, 2026

Something they have taken seriously is financial planning.

From BBC • Apr. 25, 2026

Perhaps you’re looking for basic financial planning — help with tasks such as retirement planning, tax planning and budgeting — but aren’t interested in alternative investments or complex portfolio-construction strategies.

From MarketWatch • Apr. 10, 2026

You won’t get a charitable deduction, “but the fact that your RMD isn’t increasing your income means you’re effectively getting the deduction,” says Stephen Baxley, head of tax and financial planning at Bessemer Trust.

From Barron's • Mar. 5, 2026

Tom Gau happens to sell financial planning services.

From "The Tipping Point" by Malcolm Gladwell

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