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

“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

In price-sensitive countries like India, where studying abroad depends on careful financial planning, families are now far less willing to take that kind of risk.

From BBC • Apr. 14, 2026

“The stated minimum is often a signal, not a hard rule,” said Rui Yao, a professor of personal financial planning at the University of Missouri.

From MarketWatch • Apr. 10, 2026

Even with the group’s performance down a bit last year, it contributed 42% of the S&P 500’s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments.

From Barron's • Mar. 5, 2026

Across the hall from his office is a law firm, affiliated with Kavesh and Gau, that handles wills and living trusts and all other legal matters related to financial planning.

From "The Tipping Point" by Malcolm Gladwell