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 Content Client Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do. Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.