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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Other Word Forms

• financial planner noun

Example Sentences

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

“He’s the one with a Ph.D. in financial planning,” he said.

From The Wall Street Journal

The financial planning expert isn’t putting any cash in 529 college-savings accounts for his four kids because he wants more flexibility for his investments.

From The Wall Street Journal

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

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