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One of the main steps to gain more tranquility and security is to have financial planning. This organization involves some decisions, among them is investing in education, forming an emergency reserve and making dreams come true in a sustainable way.
Having planning is essential in all areas of life, from the daily routine to the definition of large goals. With this in mind, Sicredi Biomas prepared special content about financial planning, as part of the program of the 12th National Week of Financial Education (Enef Week), which takes place from May 12 to 18. The initiative reinforces the importance of developing conscious financial choices early on.
Among the actions are the four essential steps for financial management with Sicredi:
1. Know the financial reality:
Analyzing income, listing spending and identifying the destination of resources are fundamental steps for any planning. Sicredi offers tools that assist in practical and efficiently budgeting and management.
2. Set short, medium and long term goals:
Turning dreams into concrete objectives drives personal fulfillment. Sicredi provides investment and credit solutions that adapt to different profiles and deadlines, supporting the achievement of life projects.
3. Establish a monthly budget:
Organizing the monthly budget and following planning, separating values for fixed expenses, reserving an amount for emergencies, and maintaining spending control are essential practices for financial stability. With the support of Sicredi, the budget organization becomes simpler and more secure.
4. Use the Sicredi application investment manager:
The investment manager, available in the Sicredi app, allows us to register objectives, define the values that will be kept and stipulate the deadlines to achieve them. Functionality facilitates the organization and visualization of investments, bringing more clarity and efficiency to financial planning.
The action is part of the ENEF Week program, a national movement that promotes financial education as a tool for inclusion and social transformation. The full schedule and more information can be accompanied by Sicredi Biomas’ social networks or on the website: sicredi.com.br/educacaofinanceira.
About Sicredi
Sicredi is a cooperative financial institution committed to the growth of its members and the development of the regions where it operates. It has a management model that values the participation of more than 9 million members, who play the role of business owners. With more than 2,800 agencies, Sicredi is physically present in all Brazilian states and the Federal District, providing a complete range of financial and non -financial solutions.
Sicredi website: https://scicredi.com.br
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