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 Question Thank you! Oops! Related Contents Business Planning Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch. What happens if I withdraw money from my tax-deferred invest Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty Elder Care They may not admit it, but as your parents age they might need your financial help.