Współczesne Finanse

Teoria i Praktyka

ISSN: 2544-199X    OAI    DOI: 10.18276/wf.2016.1-07
CC BY-SA   Open Access 

Lista wydań / nr 1 (1) 2016
Household financial planning with financial advisory assistance

Autorzy: Łukasz Maciej Mitek
Słowa kluczowe: financial planning household finance household financial planning
Rok wydania:2016
Liczba stron:10 (73-82)
Klasyfikacja JEL: D14 D90 G20
Cited-by (Crossref) ?:


In the article there are described definitions of a household and of financial advisory services, as well as the concept of household financial planning with assistance of a financial advisor. Additionally, an overview of financial advisors’ fields of expertise has been presented, as well as wide scope of services they provide. Moreover, the role of financial advisors in the process of making financial decisions by household members has been established and presented on a simple model. Purpose – the aim of the article is to present financial advisory services and the importance of financial planners in the process of household financial planning. Methodology – critical analysis of source literature, document study, method of logical analysis. Findings – the author points out the advantages of involving financial advisor in the process of financial planning and shows the changes that are occurring on financial market which presuppose this process. Value – taking into account limited publications in the financial advisory field, I asses the article uniqueness value as medium.
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