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

“The client’s trading generates commissions that help pay for these tools that the adviser benefits from,” said Effie Antonoudi, an assistant professor of financial planning at the University of Georgia.

From MarketWatch • Apr. 28, 2026

Something they have taken seriously is financial planning.

From BBC • Apr. 25, 2026

You won’t get a charitable deduction, “but the fact that your RMD isn’t increasing your income means you’re effectively getting the deduction,” says Stephen Baxley, head of tax and financial planning at Bessemer Trust.

From Barron's • Mar. 5, 2026

Choi recognizes this caveat but said he thinks it is valuable to incorporate even a rough approximation of, say, future earnings rather than exclude them from financial planning.

From The Wall Street Journal • Feb. 19, 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