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 Contents Dentist You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan. Choices for Your 401(k) at a Former Employer Individuals have three basic choices with the 401(k) account they accrued at a previous employer. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.