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? Consumer Spending Spikes During Back-to-School Season Back-to-school season is in full swing. Do your kids have everything they need for the classroom? Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.