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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.


Other Word Forms


Example Sentences

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Understanding yourself and your motivations will get you a lot further than any book on financial planning.

From MarketWatch ● Nov. 5, 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

But analysts say Muse, which has already partnered with the likes of PayPal and fintech firm Plaid, has a broader potential to change many basic aspects of consumer payments, financial planning, insurance coverage and more.

From The Wall Street Journal ● Sep. 22, 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

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