Tools for the Financial Professional: Personal Financial Wellness

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Authors

  • So-Hyun Joo
  • Dorothy C. Bagwell Durband

Published 2003, "Tools for the Financial Professional: Personal Financial Wellness", Journal of Personal Finance, 2003- Volume 2

Abstract

  • This paper introduces the meaning and components of personal financial wellness and discusses how financial professionals can use financial wellness as a tool. A series of survey results with financial professionals on the concept and components of personal financial wellness are reported. Objective, subjective, behavioral, and attitudinal components of personal financial wellness are presented in this paper, as are implications for using these components in practice with clients.
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