Financial Planning Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Contents Annual Review A lot can happen in the course of a year. 3 plans every Gen Xer needs to consider before they turn 50 Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself. Business Owner It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.