Independent Financial Advisor

  A financial wellness program should enable a person to establish their financial goals, assess the specific areas where financial wellness support is required, and give tools and resources to help the person attain financial freedom. Many financial wellness programs are available today that assist the four essential financial factors that affect an individual's overall well-being: Spend, Save, Borrow, and Plan. Financial wellness programs assist employees in reducing money-related stress, improving their budgeting skills, and increasing their asset-building finances.  The word "financial wellbeing" refers to the state of one's own financial situation. The amount of savings you have, how much you're putting away for retirement, and how much of your salary you spend on fixed or non-discretionary expenses are all factors in your financial health and well-being. When it comes to financial wellness and wellness programs, there are numerous advantages. These programs ...

Financial management is the process of a person or an organization dealing with money and investments in order to make business decisions. It is the planning, management, and direction of a company's financial activities on a strategic level.  The goal of strategic financial management is not simply to manage money, but to manage money for success, i.e., attaining the company's goals and objectives while also increasing shareholder value over time. Some Objectives of Financial Management Maximize Profits The primary goal of financial management is to maximize profits in the short and long term. It is the process by which a company determines the pricing, input, and output levels that result in the most profit. Profit is a term used to describe the procedures used to assess a company's business efficiency. Wealth Maximization The concept of wealth maximization is to raise the value of a company in order to improve the value of shares. It is an objective to financial manageme...