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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.


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Example Sentences

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One misunderstanding of a variable interest rate or a cosigner’s responsibilities can blow up decades of financial planning.

From MarketWatch Aug. 24, 2026

Bruce, who also serves as chief operating officer, joined Honest in June 2025 from Hain Celestial, the tea and snack maker, where he served as senior vice president of financial planning and analysis.

From The Wall Street Journal Aug. 14, 2026

Specifically, the study evaluated the consistency and fairness of the recommendations tied to household financial planning, emergency savings, retirement withdrawal rates and investment portfolio allocation.

From MarketWatch Jul. 24, 2026

Research from wealth manager Quilter suggests almost half of couples do not share financial planning equally, with 46% acting alone in some way and more than one in 10 leaving one partner solely responsible.

From BBC Jul. 23, 2026

Tom Gau happens to sell financial planning services.

From "The Tipping Point" by Malcolm Gladwell

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