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 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. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.