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 Social Security: By the Numbers Here are five facts about Social Security that might surprise you. Retirement Traps to Avoid Beware of these traps that could upend your retirement. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.