1. Comprehensive Personal Financial Planning: A Survey of Consumer Opinions.
- Author
-
Cooper, Robert W. and Ulivi, Ricardo M.
- Subjects
PERSONAL finance ,FINANCIAL planning ,FINANCIAL management ,CONSUMER attitudes ,CONSUMER behavior ,MARKET surveys - Abstract
The article summarizes findings of a survey of consumer opinions regarding various aspects of financial planning, conducted in 1981 in selected areas of southern California and compares it to the results from an Arkansas study. The article begins with an explanation that comprehensive financial planning involves the objective collection and analysis of information regarding the factual and personal dimensions of an individual's total financial situation. A background of the study of households in the state of Arkansas is provided. Background information on the California study follows. Results of the California study suggest that consumer interest in obtaining a comprehensive personal financial plan is widespread.
- Published
- 1983