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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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Derived 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.

Later, when I asked him about fee-based financial planning, he dismissed my concerns and told me I was “searching for unicorns.”

From MarketWatch • May 27, 2026

In return, the broker-dealer may provide the adviser with research tools or software related to financial planning or compliance.

From MarketWatch • Apr. 28, 2026

In price-sensitive countries like India, where studying abroad depends on careful financial planning, families are now far less willing to take that kind of risk.

From BBC • Apr. 14, 2026

The financial planning expert isn’t putting any cash in 529 college-savings accounts for his four kids because he wants more flexibility for his investments.

From The Wall Street Journal • Mar. 31, 2026

I appreciated their business savvy and the way they always looked out for me, but the last thing I wanted to think about on the eve of my nineteenth birthday was financial planning.

From "Courage to Soar" by Simone Biles

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