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 Message Thank you! Oops! Related Contents Rightsizing for Retirement What does your home really cost? 9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.