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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

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.

He too has been experimenting with AI and says he expects the tools to make financial planning better in the long-run.

From The Wall Street Journal • May 5, 2026

Something they have taken seriously is financial planning.

From BBC • Apr. 25, 2026

This is more of an emotional question than just financial planning.

From MarketWatch • Apr. 7, 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

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