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. Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.