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

Pathway Chief Commercial Officer Victor Szczerba distinguishes between “commodity” AI tasks such as approving a customer discount and more demanding projects such as end-of-quarter financial planning.

From The Wall Street Journal

Various tweaks to existing tax provisions could significantly affect individuals’ 2025 tax bills—for better or worse—and they call for some time-sensitive strategies, says Jennifer Baick, vice president of Mercer Advisors’ financial planning group.

From Barron's

Anyone weighing a Roth conversion has a lot to consider, even with the bonus deduction’s arrival, said Matthew Hofacre, founder of Pay It Forward Financial Planning.

From MarketWatch

Clubs will have to give projections about their financial planning and their ability to fund the running of the club.

From BBC

McKinsey also elected some non-client-facing professionals, elevating the leader of its global financial planning and analysis team, part of a yearslong effort to bolster its back-office functions.

From The Wall Street Journal