Holistic Financial Planning Pdf – Life is too short to worry about the next destination. We will open the future of finance.
Investing without a clear plan is like going on a journey without a map. You’re going somewhere, but the journey will be detours and challenges and probably won’t get you where you want to go.
Holistic Financial Planning Pdf
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Results-oriented strategies rooted in life goals are at the heart of our work. Proper management of your resources will help you build a path towards your goal in the clearest and fastest way possible.
Holistic financial planning is an integrated approach that aligns all the key areas of your financial life, including:
Very high net worth investors have benefited from tight financial plans for many years. But the middle class and middle class millionaires who need it most are sadly not getting the same level of service. Because they are more vulnerable to economic and legislative changes, the risks are quite high, especially in retirement, with the risk of running out of funds due to poor planning.
By creating a holistic plan, you can optimize all your assets so they work together toward your goals while reducing critical inefficiencies. These include:
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We use a structured four-step process to avoid significant oversight when creating and maintaining financial plans to cover many areas and attributes of the overall plan.
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The role of knowledge-based resources in promoting sustainability in small and medium-sized enterprises (SMEs) is currently a matter of debate. Although financial education has been identified as an important knowledge resource for financial decision-making, there has been a lack of interest in the impact of financial education in SMEs on sustainability. Based on the knowledge-based perspective, the vertex theory and the dual process theory, an integrated model was built to investigate the effects of financial education, financial access and attitudes towards financial risk on the sustainability of smes. The sample included 291 chief financial officers (CFOs) of SMEs in Sri Lanka. Structural equation modeling results revealed direct positive effects of financial education, financial access, and financial risk attitudes toward sustainability. Financial education also emerged as a predictor of financial access and financial risk attitude. In addition, it was found that financial accessibility and financial risk attitude partially mediated the relationship between sustainability and financial education of SMEs. Theoretical and practical implications for policymakers, industry professionals and academics interested in promoting SME sustainability are discussed.
Small and medium-sized enterprises (SMEs) contribute significantly to economic development through wealth distribution, job creation, technological advancement, poverty reduction, and innovation [1, 2]. Having a strong SME sector is critical to establishing a strong industrial sector in the economy, so well-functioning SMEs are essential for steady and sustained economic growth. Rapid economic development and high profitability in emerging markets provide opportunities for SMEs to increase their competitiveness in both domestic and global markets [4, 5]. Having a strong SME sector is essential for developing countries. Developing countries have yet to realize the full benefits of a strong SME sector, but there is tremendous potential for development in this sector. Instead of expanding and improving, the SME sector in developing countries is stagnant. Some characteristics of developing economies, such as economic turmoil, unstable exchange rates, immature information infrastructure, high transaction costs, political instability, high inequality, and exacerbation of unilateralism in trade policies, are threats. for the sustainability of SMEs [6, 7]. Therefore, there has been interest among researchers and stakeholders directly involved in the SME sector in finding ways to increase the sustainability of SMEs.
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Recently, there has been a growing interest in the knowledge-based view (KBV) of organizational performance. KBV proposes strategies that can help companies gain a competitive advantage and improve performance . It assumes that collective and tacit knowledge are key resources to improve organizational performance . KBV also highlights the importance of a company’s ability to incorporate personal and business knowledge about its products and services. Therefore, organizations with richer knowledge base resources are more likely to outperform than their competitors. Knowledge can be considered as an essential resource, difficult to imitate or transmit and socially complex [10, 11]. However, in the growing literature on SME performance, little attention has been paid to the importance of SME knowledge-based resources and their role in sustainable SME performance.
Despite the importance of knowledge resources for the sustainability of SMEs, most previous studies have focused on other factors such as competitive advantage, supply chain management and internationalization [12, 13, 14 ]. However, Ying et al.  investigated the contribution of managers’ intangible skills to the sustainability of SMEs and concluded that they play an important role in enabling managers to cope with turbulent market conditions. Husain et al.  also investigated the contribution of knowledge resources to SME performance and concluded that knowledge resources, such as financial education and business experience, help SMEs to maintain their performance. Since there have been few in-depth analyzes of how specific knowledge resources, such as financial education, affect the sustainability of SMEs, this study provides an in-depth analysis of financial education and explores the mechanisms by which financial education can improve SMEs. ‘ Expand sustainability, literature.
The purpose of this study was to address the gaps in the literature by examining the importance of financial education in the SME sector. This study contributes to the literature on financial education and sustainability of SMEs in five ways. First, this study uses three theoretical perspectives, namely KBV, the spike theory, and the dual process theory, to explain the importance of financial education, financial affordability, and financial risk attitudes in the financial sector. SMEs. Second, this study expands knowledge on financial education by examining the indirect relationship between financial education and the sustainability of SMEs. It also contributes to the literature, as it represents one of the first applications of structural equation modeling (SEM) in the field of financial education. Third, while it is widely accepted that financial education is important in the context of personal financial decision-making, the concept of financial education at the corporate level is not well understood or studied, especially in developing countries. This study addresses this gap by exploring financial education at the enterprise level in the SME sector in Sri Lanka. Fourth, the study created a framework that SMEs can use to maintain their business performance. Since only small SMEs survive their first few years, these frameworks have real value for new and emerging SMEs. Fifth, the findings of this study will help policymakers design and launch programs to improve financial education, including programs specifically tailored to the needs of small and medium-sized enterprises (SMEs). Finances will improve if the relevant institutions offer stronger and more specific training programmes.
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