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Showing results for financial planning. Search instead for financial modeling.

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.

In price-sensitive countries like India, where studying abroad depends on careful financial planning, families are now far less willing to take that kind of risk.

From BBC • Apr. 14, 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

Choi recognizes this caveat but said he thinks it is valuable to incorporate even a rough approximation of, say, future earnings rather than exclude them from financial planning.

From The Wall Street Journal • Feb. 19, 2026

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

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