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.
WSJ | Buy Side: These top wealth-management firms offer comprehensive financial planning that might include portfolio management, tax and estate planning, and specialty services like family office structuring.
From The Wall Street Journal ● Oct. 28, 2026
Research suggests that feelings of financial nihilism — when people believe that traditional financial planning is pointless because long-term stability is out of reach — are especially common among younger Americans.
From MarketWatch ● Oct. 13, 2026
That includes financial assets, investment accounts, intellectual property, personal belongings and other assets used for retirement or financial planning.
From Los Angeles Times ● Oct. 1, 2026
A Monte Carlo simulation, widely used in financial planning, calculates the probability that you’ll run out of money before you die.
From Barron's ● Sep. 26, 2026
Tom Gau happens to sell financial planning services.
From "The Tipping Point" by Malcolm Gladwell
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