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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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Research from wealth manager Quilter suggests almost half of couples do not share financial planning equally, with 46% acting alone in some way and more than one in 10 leaving one partner solely responsible.

From BBC Jul. 23, 2026

Relationship expert Karen Doherty has three pieces of advice when it comes to starting the conversation around financial planning.

From BBC Jul. 23, 2026

The process became a kind of financial planning exercise.

From The Wall Street Journal Jul. 15, 2026

The end of the year is always a rush time for financial planning.

From MarketWatch Jun. 25, 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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