financial planning
Americannoun
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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 Word Forms
- financial planner noun
Example Sentences
Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.
“There’s a low-threat way to open these conversations. You can say, ‘If something happened to you, I’m concerned I wouldn’t know where everything is,” says Heather, a former corporate attorney who now manages their financial planning business.
Choi recognizes this caveat but said he thinks it is valuable to incorporate even a rough approximation of, say, future earnings rather than exclude them from financial planning.
Beth Pinsker writes the Fix My Portfolio column, covering all sorts of financial planning and investing topics.
From MarketWatch
The key, no matter what, is a commitment to prudent financial planning.
From MarketWatch
That plan covers any number of areas, including performance lifestyle advisors - who can talk to the athletes financial planning and work-life balance - and psychology.
From BBC
Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023
Idioms from The American Heritage® Idioms Dictionary copyright © 2002, 2001, 1995 by Houghton Mifflin Harcourt Publishing Company. Published by Houghton Mifflin Harcourt Publishing Company.
