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

“You control actions, but you don’t control outcomes,” Dan Honsberger, a financial planner at Reel Financial Planning, told MarketWatch.

From MarketWatch

There are thousands of RIAs, which focus on financial planning and on managing investment portfolios.

From The Wall Street Journal

The CFP Board, which manages the Certified Financial Planner designation, has a search engine to help individuals find financial planning professionals.

From MarketWatch

"There's a long time for them to be financially planning for at a time when we know young people are doing less financial planning," he added.

From BBC

Yet translating a desire to save into action can be difficult due to a number of factors, including income, rising prices, social pressure and a lack of financial planning.

From MarketWatch