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

“You just need somebody you can trust” to provide holistic financial planning.

From MarketWatch • Apr. 10, 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

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

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