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? Retirement Traps to Avoid Beware of these traps that could upend your retirement. An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living.