the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.
the business of devising such programs.
- financial planner, noun
Dictionary.com Unabridged Based on the Random House Unabridged Dictionary, © Random House, Inc. 2023
How to use financial planning in a sentence
Earlier this month, TechCrunch reported on a company with a similar mission, BodesWell, teaming up with American Express on a financial planning tool for its cardholders.Mint’s first PM raises millions for Monarch, an Accel-backed money management platform | Mary Ann Azevedo | July 23, 2021 | TechCrunch
Many people put off financial planning, because it can be viewed as boring compared to planning something outside that weekend.
You might be tempted to try to take the deduction anyway, but if you do you could increase the likelihood of being audited, warned Erin Voisin, director of financial planning at California-based EP Wealth Advisors.
Priddy, a 46-year-old stay-at-home dad, said his business background in the elevator industry would help him during board financial planning discussions — and he will have his work cut out for him.Washington-area voters elect new school board members at unprecedented moment for education | Perry Stein, Hannah Natanson | November 4, 2020 | Washington Post
When it comes to inept financial planning, Montreal 1976 was the all-time record-breaker.
His idea of financial planning is to someday "make so much money that it doesn't matter."
Their reasons ranged from financial planning to planning for the afterlife.Online Mortality Calculator Could Change Health Care—and Our Views on Death | Josh Dzieza | January 15, 2012 | THE DAILY BEAST