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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.

Beth Pinsker writes the Fix My Portfolio column, covering all sorts of financial planning and investing topics.

From MarketWatch

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

From MarketWatch

That plan covers any number of areas, including performance lifestyle advisors - who can talk to the athletes financial planning and work-life balance - and psychology.

From BBC

Then they eventually worked their way to having regular “money date” discussions and sharing more of the mental load of financial planning with each other.

From MarketWatch

Large language models aren’t good at math, which is a problem when it comes to financial planning.

From The Wall Street Journal