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 Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.