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

That plan covers any number of areas, including performance lifestyle advisors - who can talk to the athletes financial planning and work-life balance - and psychology.

From BBC

Then they eventually worked their way to having regular “money date” discussions and sharing more of the mental load of financial planning with each other.

From MarketWatch

Large language models aren’t good at math, which is a problem when it comes to financial planning.

From The Wall Street Journal

To manage the challenges of 2026 and bolster profitability, they said they would focus on improving financial planning, increasing risk management, and growing their liquidity to fund anticipated investments.

From Barron's

Danika Waddell, a certified financial planner at Xena Financial Planning in Seattle, says the Muñozes have done a great job saving and avoiding debt.

From The Wall Street Journal