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.

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Other Word Forms

• financial planner noun

Example Sentences

Yet translating a desire to save into action can be difficult due to a number of factors, including income, rising prices, social pressure and a lack of financial planning.

From MarketWatch

It also gets the marriage off on the right foot: Prioritizing transparency, financial planning and the ability to have difficult conversations.

From MarketWatch

“The totalization agreement simply helps someone meet the eligibility threshold, but the actual benefit amount is based solely on U.S. covered earnings,” said Arielle Tucker, a certified financial planner at Connected Financial Planning who lives in Europe and specializes in cross-border financial planning.

From MarketWatch

“People are shell-shocked right now,” Chris Diodato, a financial planner focusing on early retirement and founder of Wellth Financial Planning, told MarketWatch.

From MarketWatch

Pathway Chief Commercial Officer Victor Szczerba distinguishes between “commodity” AI tasks such as approving a customer discount and more demanding projects such as end-of-quarter financial planning.

From The Wall Street Journal