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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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Putting a home inside a trust is a common financial planning strategy for those looking to ease the burden on heirs or avoid estate taxes.

From The Wall Street Journal Aug. 11, 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

But his smart financial planning paved the way for it.

From The Wall Street Journal Jul. 18, 2026

“One myth we wanted to break is that financial planning is just for the wealthy,” Goodwin said.

From MarketWatch Jul. 14, 2026

I appreciated their business savvy and the way they always looked out for me, but the last thing I wanted to think about on the eve of my nineteenth birthday was financial planning.

From "Courage to Soar" by Simone Biles

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