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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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It said there were no "established longer term financial planning arrangements" and the city faced a combined £109.7m budget gap for 2026-27 and 2027-28.

From BBC Sep. 3, 2026

We may well be on the cusp of the most important longevity surprise in modern financial planning.

From MarketWatch Aug. 26, 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

Many people will spend 25 to 35 years in retirement — yet millions continue to approach financial planning as if it were still 1965, when retirement was more likely to last only 13 years.

From MarketWatch Jul. 29, 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

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