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 Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. How Will Working Affect Social Security Benefits? Knowing the rules may help you decide when to start benefits. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.