Paper Contents
Abstract
This study investigates the integration of financial goal measurement, product advisory services, and portfolio management in enhancing comprehensive financial health outcomes. It addresses critical gaps in existing financial management paradigms by developing a holistic framework that synthesizes these traditionally fragmented components. The research examines the intersection of emerging technologies, behavioral economics, and personalized financial planning to propose innovative methodological approaches to optimize individual financial well-being. This study primarily focuses on how artificial intelligence, machine learning, and predictive analytics can help craft more sophisticated and client-centric financial management strategies. This research thus aims to advance theoretical knowledge while providing practical implications for wealth management practices and financial advisory services in the analysis of demographic disparities in financial outcomes by incorporating psychological and contextual factors into decision-making processes. The results suggest that an integrated approach to managing financial health would greatly improve the financial outcomes and resilience of individuals in complex global markets.
Copyright
Copyright © 2025 Manvitha Kassetti. This is an open access article distributed under the Creative Commons Attribution License.
