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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

“The client’s trading generates commissions that help pay for these tools that the adviser benefits from,” said Effie Antonoudi, an assistant professor of financial planning at the University of Georgia.

From MarketWatch • Apr. 28, 2026

In price-sensitive countries like India, where studying abroad depends on careful financial planning, families are now far less willing to take that kind of risk.

From BBC • Apr. 14, 2026

Perhaps you’re looking for basic financial planning — help with tasks such as retirement planning, tax planning and budgeting — but aren’t interested in alternative investments or complex portfolio-construction strategies.

From MarketWatch • Apr. 10, 2026

I appreciated their business savvy and the way they always looked out for me, but the last thing I wanted to think about on the eve of my nineteenth birthday was financial planning.

From "Courage to Soar" by Simone Biles

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