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? Address Thank you! Oops! Related Contents Women and Retirement Women must be ready to spend, on average, more years in retirement than men. Eight Mistakes That Can Upend Your Retirement There are common mistakes you can avoid when saving for retirement. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.