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

Something they have taken seriously is financial planning.

From BBC • Apr. 25, 2026

I appreciate your due diligence in your own financial planning and providing such a comprehensive outline of your plan to me.

From MarketWatch • Apr. 19, 2026

After all, internally in their financial planning, and externally in communication with supporters, the stated target from the previous summer had been a return to European competition, most likely through the Europa League.

From BBC • Apr. 1, 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