financial planning
Americannoun
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the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.
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the business of devising such programs.
Other Word 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.
Now that AI is taking over seemingly everything, you may wonder if it can handle your financial planning and investment management.
From MarketWatch ● Jul. 24, 2026
Research from wealth manager Quilter suggests almost half of couples do not share financial planning equally, with 46% acting alone in some way and more than one in 10 leaving one partner solely responsible.
From BBC ● Jul. 23, 2026
The process became a kind of financial planning exercise.
From The Wall Street Journal ● Jul. 15, 2026
However, Shaun Moore, tax and financial planning expert at wealth manager Quilter, said there's ultimately not much detail to look at in report.
From BBC ● Jun. 26, 2026
Across the hall from his office is a law firm, affiliated with Kavesh and Gau, that handles wills and living trusts and all other legal matters related to financial planning.
From "The Tipping Point" by Malcolm Gladwell
Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023
Idioms from The American Heritage® Idioms Dictionary copyright © 2002, 2001, 1995 by Houghton Mifflin Harcourt Publishing Company. Published by Houghton Mifflin Harcourt Publishing Company.
