financial planning
Americannoun
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the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.
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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.
He too has been experimenting with AI and says he expects the tools to make financial planning better in the long-run.
From The Wall Street Journal • May 5, 2026
“The client’s trading generates commissions that help pay for these tools that the adviser benefits from,” said Effie Antonoudi, an assistant professor of financial planning at the University of Georgia.
From MarketWatch • Apr. 28, 2026
Something they have taken seriously is financial planning.
From BBC • Apr. 25, 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
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
Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023
Idioms from The American Heritage® Idioms Dictionary copyright © 2002, 2001, 1995 by Houghton Mifflin Harcourt Publishing Company. Published by Houghton Mifflin Harcourt Publishing Company.
