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

Many financial advisers and estate attorneys are failing to help solo agers take these vital estate- and financial-planning steps, said Allen Davis, a financial planner and co-author of “Financial Planning for Solo Agers.”

From MarketWatch

“In TV ads for financial planning, almost all the represented potential customers are not solos. They’re people facing life as couples with children. The industry has also understood financial protection as protecting a spouse with income replacement if the other spouse dies,” Davis said.

From MarketWatch

Mary Young, research director at Davis Financial Group and co-author of “Financial Planning for Solo Agers,” is taking a similar hybrid approach: using her brother as primary appointee and an elder-care adviser as a backup.

From MarketWatch

The executive at a financial planning firm on New York’s Long Island has come to appreciate the simplicity of the nontransparent bathroom door.

From The Wall Street Journal

“You control actions, but you don’t control outcomes,” Dan Honsberger, a financial planner at Reel Financial Planning, told MarketWatch.

From MarketWatch