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

Pathway Chief Commercial Officer Victor Szczerba distinguishes between “commodity” AI tasks such as approving a customer discount and more demanding projects such as end-of-quarter financial planning.

From The Wall Street Journal

Various tweaks to existing tax provisions could significantly affect individuals’ 2025 tax bills—for better or worse—and they call for some time-sensitive strategies, says Jennifer Baick, vice president of Mercer Advisors’ financial planning group.

From Barron's

Anyone weighing a Roth conversion has a lot to consider, even with the bonus deduction’s arrival, said Matthew Hofacre, founder of Pay It Forward Financial Planning.

From MarketWatch

For your outdoor space, invest in a chicken coop and gardening supplies to harvest eggs and vegetables — all of which have become pricier at the grocery store — suggests Tim Melia, a certified financial planner who is the principal and financial planner at Embolden Financial Planning in Seattle.

From Seattle Times

It’s common for owners to miscalculate how long a generational transition will take, according to Steve Zimmerman, co-founder of the financial planning firm Mindful Asset Planning, who advised the Groebner family.

From New York Times