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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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Rose Faye is director of financial planning at Edelman Financial Engines.

From MarketWatch Aug. 31, 2026

One misunderstanding of a variable interest rate or a cosigner’s responsibilities can blow up decades of financial planning.

From MarketWatch Aug. 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

Relationship expert Karen Doherty has three pieces of advice when it comes to starting the conversation around financial planning.

From BBC Jul. 23, 2026

Tom Gau happens to sell financial planning services.

From "The Tipping Point" by Malcolm Gladwell

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