financial planning
Americannoun
-
the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.
-
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.
Something they have taken seriously is financial planning.
From BBC • Apr. 25, 2026
Perhaps you’re looking for basic financial planning — help with tasks such as retirement planning, tax planning and budgeting — but aren’t interested in alternative investments or complex portfolio-construction strategies.
From MarketWatch • Apr. 10, 2026
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
You won’t get a charitable deduction, “but the fact that your RMD isn’t increasing your income means you’re effectively getting the deduction,” says Stephen Baxley, head of tax and financial planning at Bessemer Trust.
From Barron's • Mar. 5, 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.
