The Value of Financial Planning: A Theoretically Grounded Approach

This paper lays a foundation for quantifying the interaction “value” effects of the financial planner/client relationship through the lens of Financial Planning Client Interaction Theory (FPCIT), utilizing integration—a mathematical process commonly used in calculus to find the area under a curve...

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Bibliographic Details
Main Author: Sarah D. Asebedo
Format: Article
Language:English
Published: University of Wollongong 2024-01-01
Series:Australasian Accounting, Business and Finance Journal
Subjects:
Online Access:https://ro.uow.edu.au/cgi/viewcontent.cgi?article=2334&context=aabfj