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financial planning
noun
- the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.
- the business of devising such programs.
Other Words From
- financial planner noun
Example Sentences
These managed funds are a way to support left-leaning causes while still investing in the general stock market, said certified financial planner Gordon Achtermann, of Your Best Path Financial Planning.
Buying smaller-ticket items like abortion pills—mifepristone and misoprostol are both good for at least two years and could prove indispensable if certain policies come to pass—is one thing, said Sarah Behr, a financial planner and founder of Simplify Financial Planning in San Francisco.
"But no matter who becomes president, the initial roadmap and financial planning are things you should have to begin with, and I don't think any president will influence that. Just do what you need to do regardless of who wins. And if things were to get in the works, you can adjust your plan as needed."
Ms. Kim and her friends weren’t worried about how they would pay for the trip because they had spent over a decade saving in a “gyemoim,” a Korean term for people who form financial planning groups to save money for future expenses.
Collective financial planning has had a long history in many parts of the world.
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