Financial Planning Strategies and Financial Education in a Family: A case study

Authors

  • Matheus Junior Perrude
  • Sérgio Murilo Petri

Keywords:

Financial planning, A key role

Abstract

Crafting a financial plan plays a key role in the lives of individuals, families, and organizations, allowing them to achieve their financial goals in the short and long term. This process involves the structuring of revenues, expenses, investments, and financial objectives, helping the conscious use of resources, avoiding unnecessary indebtedness, and establishing a solid and secure financial future (ALBUQUERQUE; SOEIRO; CARNEIRO, et al., 2022; OLIVEIRA, 2023; BRIDGES; COAST; RANGEL, 2022).

 

DOI:https://doi.org/10.56238/sevenIVmulti2023-080

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Published

2023-12-08

How to Cite

Perrude, M. J., & Petri, S. M. (2023). Financial Planning Strategies and Financial Education in a Family: A case study. Caderno De ANAIS HOME. Retrieved from https://homepublishing.com.br/index.php/cadernodeanais/article/view/1152

Issue

IV SEVEN INTERNATIONAL MULTIDISCIPLINARY CONGRESS

Section

Articles