Λεπτομέρειες βιβλιογραφικής εγγραφής
| Τίτλος: |
Building Financial Wellness: Application of the FPLS Financial Wellness Score. |
| Συγγραφείς: |
Lutter, Sonya1,2, Koochel, Emily3 |
| Πηγή: |
Journal of Financial Planning. Sep2026, Vol. 39 Issue 9, p48-56. 9p. |
| Θεματικοί όροι: |
*Financial planning, *Financial security, *Certification |
| Εταιρία/Οντότητα: |
Certified Financial Planner Board of Standards |
| Περίληψη: |
The article focuses on the development and application of the FPLS Financial Wellness Score, a comprehensive tool designed to assess holistic financial wellness by integrating objective financial management, financial health, and financial perception components. It highlights the evolving understanding of financial wellness as encompassing not only economic factors but also psychological, social, and emotional dimensions, noting the lack of a standardized definition has hindered consistent research and practice. The FPLS Financial Wellness Score, developed with support from the Certified Financial Planner (CFP) Board, offers financial professionals a structured, reliable measure to facilitate client conversations, track wellness over time, and tailor planning strategies beyond traditional financial metrics. A case study illustrates how the score can reveal misalignments between objective financial status and subjective well-being, enabling more personalized and effective financial planning interventions. The article emphasizes that interpretation should focus on individual baselines and changes over time rather than comparative judgments. [Extracted from the article] |
|
Copyright of Journal of Financial Planning is the property of Financial Planning Association and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.) |
| Βάση Δεδομένων: |
Business Source Index |