Outline of financial planning

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The following outline is provided as a topical overview of financial planning:

Financial planning is the long-term process of managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life.

A financial plan covers day-to-day finances, insurance, education, taxes, estate planning, investments, charitable giving, and retirement planning. Each of these topics is described in detail below. (Investing is covered elsewhere, such as Getting started.)

Financial planning overview

Personal finance


Credit and debt

Estate planning



Main article: Outline of investing

Education savings

Savings plans


Charitable giving


Special situations