financial planning
Americannoun
-
the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.
-
the business of devising such programs.
Other Word Forms
Example Sentences
Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.
Bruce, who also serves as chief operating officer, joined Honest in June 2025 from Hain Celestial, the tea and snack maker, where he served as senior vice president of financial planning and analysis.
From The Wall Street Journal ● Aug. 14, 2026
Putting a home inside a trust is a common financial planning strategy for those looking to ease the burden on heirs or avoid estate taxes.
From The Wall Street Journal ● Aug. 11, 2026
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
Robo advisers can’t handle nuanced financial planning, like tax-optimization strategies, estate planning or updating wills.
From MarketWatch ● Jul. 14, 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
Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023
Idioms from The American Heritage® Idioms Dictionary copyright © 2002, 2001, 1995 by Houghton Mifflin Harcourt Publishing Company. Published by Houghton Mifflin Harcourt Publishing Company.
