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? Address Thank you! Oops! Related Contents A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. Where Will Your Retirement Money Come From? Retirement income may come from a variety of sources. Here's an overview of the six main sources. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.