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
- 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
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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.