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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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Ezzell, currently vice president of financial planning and analysis, treasurer and investor relations, will succeed Amy Schwetz as senior vice president and chief financial officer on Oct.

From The Wall Street Journal Sep. 15, 2026

It takes careful financial planning and more saving, to make sure both spouses have the funds to maintain their lifestyles and pay for whatever care they may need as they age.

From MarketWatch Sep. 14, 2026

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

Demand for financial planning and investment management has ballooned in recent years along with the net worth of wealthy Americans, thanks to a robust stock market rally.

From The Wall Street Journal Aug. 26, 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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