Financial Planning

Financial Planning is a strategic management process that involves assessing capital requirements, establishing financial objectives, and systematically allocating financial and operational resources to achieve specified organizational or personal goals within defined time horizons.

1.5K

Publications

81.6K

Citations

Authors

1.2K

Institutions

Publications per year

2017–2026

618

Parents

Financial Management

Children

Asset AllocationCash Flow ManagementDebt ManagementFinancial Goal SettingNet Worth AnalysisSavings Strategy

Publications

1.5K

Measuring Financial Literacy

Sandra J. Huston · Journal of Consumer Affairs · 2010 · 2.1K citations

Business, Educational Measurement, Finance +8

Household Financial Management: The Connection between Knowledge and Behavior

Marianne Hilgert, Jeanne M. Hogarth · Federal Reserve Bulletin · 2003 · 1.8K citations

Business, Finance, Financial Management +14

Financial Literacy and Retirement Preparedness: Evidence and Implications for Financial Education

Annamaria Lusardi, Olivia S Mitchelli · Business Economics · 2007 · 1.6K citations

Management, Finance, Financial Management +14

Planning and Financial Literacy: How Do Women Fare?

Annamaria Lusardi, Olivia S. Mitchell · American Economic Review · 2008 · 1.5K citations

Public Affairs, Demography, Social Policy +17

Financial Literacy Explicated: The Case for a Clearer Definition in an Increasingly Complex Economy

David L. Remund · Journal of Consumer Affairs · 2010 · 1.3K citations · Full text

Business, Finance, Financial Management +12

1–5 of 1.5K

Authors

AL
Annamaria Lusardi
George Washington University, United States
43 publications · 10.3K citations
33
h-index
OS
Olivia S. Mitchell
University of Pennsylvania, United States
25 publications · 4.8K citations
19
h-index
DA
Douglas A. Hershey
Oklahoma State University, United States
11 publications · 948 citations
11
h-index
JJ
Jing Jian Xiao
University of Rhode Island, United States
11 publications · 829 citations
10
h-index
JE
John E. Grable
Kansas State University, United States
10 publications · 491 citations
10
h-index

1–5 of 3K

Institutions

1.2K

1–8 of 1.2K

Venues

SSRN Electronic Journal
Repository · 113 publications · 6.5K citations
40
h-index
Journal of Consumer Affairs
JCA · 26 publications · 5.9K citations
22
h-index
Journal of Pensions Economics and Finance
17 publications · 3.3K citations
17
h-index
International Journal of Bank Marketing
18 publications · 1K citations
16
h-index
RePEc: Research Papers in Economics
Repository · 21 publications · 1K citations
14
h-index

1–5

See also Financial Planning
Core Methods	Financial Modeling Predictive Analytics Machine Learning Scenario-based Forecasting Zero-based Budgeting Rolling Budget Forecasts Capital Budgeting Cost-benefit Analysis Decision Trees Support Vector Machines Ensemble Learning Time Series Forecasting Deep Learning Reinforcement Learning Monte Carlo Methods Stress Testing Exponential Smoothing Regression Cash Flow Forecasting Investment Demand Forecasting
Applications	Financial Planning Budgeting Household Financial Goals Investment Tax Planning Debt Management Emergency Fund Targeting
Evaluation	Financial Statement Ratio Analysis Solvency Assessment Operational Efficiency Assessment Risk Assessment Sustainability Performance Evaluation
Variants	Financial Planning Short-term Financial Goals Long-term Financial Planning
Limitations	Data Quality Computational Complexity Data Privacy Model Interpretability Algorithmic Bias Bias Cybercrime Regulatory Compliance Organizational Resistance