Dictionary.com
Thesaurus.com
Showing results for financial planning. Search instead for financial counseling.

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

  • financial planner noun

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.

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

Even with the group’s performance down a bit last year, it contributed 42% of the S&P 500’s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments.

From Barron's • Mar. 5, 2026

Beth Pinsker writes the Fix My Portfolio column, covering all sorts of financial planning and investing topics.

From MarketWatch • Feb. 13, 2026

The key, no matter what, is a commitment to prudent financial planning.

From MarketWatch • Feb. 13, 2026

Tom Gau happens to sell financial planning services.

From "The Tipping Point" by Malcolm Gladwell