Question By: It is the long-term method of wisely managing your finances so you can achieve your goals and dreams. It is the process of objectives, policies, procedures, programs, and budgets regarding the financial activities of a concern.
In all over procedures, financial advisors play an important role. A good financial planner/advisor meets with current and prospective clients to assess their financial situations and create plans for their futures. Financial advisors spend the majority of their time meeting with and talking to investors. A good financial advisor will ask you about your goals and create a plan to help you reach them. That may mean calculating how much you should save for retirement, making sure you have an adequate emergency fund, offering tax-planning suggestions, or helping you refinance or pay off debt. Financial advisors also help invest your money, either by recommending specific investments or providing complete investment management.
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