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 Tuning Your Social Security Benefit When should you take your Social Security benefit? 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.