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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.

This is more of an emotional question than just financial planning.

From MarketWatch • Apr. 7, 2026

After all, internally in their financial planning, and externally in communication with supporters, the stated target from the previous summer had been a return to European competition, most likely through the Europa League.

From BBC • Apr. 1, 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

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