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

After all, internally in their financial planning, and externally in communication with supporters, the stated target from the previous summer had been a return to European competition, most likely through the Europa League.

From BBC • Apr. 1, 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

Choi recognizes this caveat but said he thinks it is valuable to incorporate even a rough approximation of, say, future earnings rather than exclude them from financial planning.

From The Wall Street Journal • Feb. 19, 2026

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 • Feb. 10, 2026

His firm — Kavesh and Gau — is the biggest in its field in southern California and one of the top financial planning firms in the country.

From "The Tipping Point" by Malcolm Gladwell