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? A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.