financial planning

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.

Other Words From

• financial planner noun

Example Sentences

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.

From Slate

"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."

From Salon

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.

From New York Times

Collective financial planning has had a long history in many parts of the world.

From New York Times

“It is a big shock both emotionally and financially, and I don’t know that anyone is ever prepared,” said Kathryn Kubiak-Rizzone, founder of About Time Financial Planning in Rochester, N.Y.

From New York Times