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 Retirement Redefined Around the country, attitudes about retirement are shifting. Orchestrating Your Retirement Accounts Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.