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Personal Financial Planning: Determination Of Customer Profiles, Needs And Viewpoints, Ricardo Martin Ulivi

Graduate Theses and Dissertations

Personal financial planning is a service that springs from the need for objective and centralized advice on a wide range of areas such as investments, insurance, money management, taxes, estate planning and others. A personal financial planner fits each one of those individual areas into a well- balanced, integrated plan, after a comprehensive financial analysis is undertaken— guided by a family's goals, attitudes and objectives.

The purposes of this study were (1) to identify characteristics which discriminate between households that are interested and those not interested in obtaining a personal financial plan; (2) to determine the relative importance of the …