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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.

Later, when I asked him about fee-based financial planning, he dismissed my concerns and told me I was “searching for unicorns.”

From MarketWatch • May 27, 2026

Something they have taken seriously is financial planning.

From BBC • Apr. 25, 2026

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

From MarketWatch • Apr. 10, 2026

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 • Mar. 31, 2026

Tom Gau happens to sell financial planning services.

From "The Tipping Point" by Malcolm Gladwell

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