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Showing results for financial planning. Search instead for financial wellbeing.

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.


Other Word Forms

Example Sentences

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It said there were no "established longer term financial planning arrangements" and the city faced a combined £109.7m budget gap for 2026-27 and 2027-28.

From BBC Sep. 3, 2026

Rose Faye is director of financial planning at Edelman Financial Engines.

From MarketWatch Aug. 31, 2026

Specifically, the study evaluated the consistency and fairness of the recommendations tied to household financial planning, emergency savings, retirement withdrawal rates and investment portfolio allocation.

From MarketWatch Jul. 24, 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

Tom Gau happens to sell financial planning services.

From "The Tipping Point" by Malcolm Gladwell

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