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Showing results for financial planning. Search instead for financial transactions.

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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Example Sentences

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Such risks require careful financial planning, even when pilots are in the middle of their peak earning years, advisers who work with them say.

From The Wall Street Journal Sep. 16, 2026

It said there were no "established longer term financial planning arrangements" and the city faced a combined £109.7m budget gap for 2026-27 and 2027-28.

From BBC Sep. 3, 2026

Demand for financial planning and investment management has ballooned in recent years along with the net worth of wealthy Americans, thanks to a robust stock market rally.

From The Wall Street Journal Aug. 26, 2026

One misunderstanding of a variable interest rate or a cosigner’s responsibilities can blow up decades of financial planning.

From MarketWatch Aug. 24, 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

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