A Visual Aid for Successful Financial Planning: The Happiness Risk/Reward Pyramid

van Zutphen, Neal
January 2010
Journal of Financial Planning;Jan2010, Vol. 23 Issue 1, p54
Academic Journal
The article discusses topic related to the connection of Happiness Risk/Reward Pyramid to a visual aid for successful financial planning in the U.S. It explains the Happiness Risk/Reward Pyramid is a three-dimensional model that helps financial planners and clients identify and address client's unmeet need. The denotes that the Happiness Risk/Reward Pyramid includes elements from three sources including the concept of self-actualization and hierarchy of needs by Abraham Maslow's and the emotional stages of grief by Elizabeth Kübler-Ross.


Related Articles

  • Trends Drive Opportunities for Financial Planning for Women. Eikmeier, Barbara J. // Journal of Financial Planning;Apr2007 Supplement, Vol. 20, p6 

    The article discusses financial planning for women. After the "New York Times" announced that the majority of women in the United States are living without a spouse, financial planners realized they must adapt their business to the financial challenges facing women. These challenges include the...

  • Bargain financial advice.  // Consumer Reports;Feb2006, Vol. 71 Issue 2, p29 

    The article offers a look at low- and no-cost financial planning services. Brokerage firms, banks, insurers, and mutual fund companies are looking to serve baby boomers who are planning for retirement. The services provide investment advice. Vanguard and T. Rowe Price offer advice on specific...

  • Advice from $0 to $3,000.  // Consumer Reports;Feb2006, Vol. 71 Issue 2, p30 

    The article looks at the cost and quality of financial plans. The benefits of comprehensive plans from the Vanguard Group and from an independent, fee-only financial planner are compared. The benefits of retirement plans from T. Rowe Price, Cambridge Associates, Garrett Planning Network,...

  • Nervous about the Market & Your Money? Ask a Pro. J. J. M. // Officer;May2009, Vol. 85 Issue 4, p41 

    The article focuses on the significant role of financial planners in financial management. It notes that good financial planners are ascertained for their financial knowledge and how well they get to know their clients. They gather information about their clients' income, investments, debts and...

  • UNDERSTANDING CONTRIBUTION LIMITS IN RETIREMENT PLANS. Sherman, W. Richard; Brinker Jr., Thomas M. // Journal of Personal Finance;2007, Vol. 6 Issue 2/3, p49 

    This article offers a concise analysis of tax-sheltered retirement savings options - a useful resource for both taxpayers and financial advisors. Individual taxpayers will find the information useful as they make choices and become increasingly responsible for funding their own retirement....

  • Expect the Unexpected. McGee, Suzanne // Financial Planning;Feb2006, Vol. 36 Issue 2, p83 

    Discusses the importance for financial planners to anticipate and prepare for the unexpected things that can happen to their clients. Experience of Grant Rawdin, president of Wescott Financial Advisory Group, with a client who died unexpectedly when his client's employer changed life insurance...

  • how to pick a pro for your financial game plan. Dunne, Rebecca // Women in Business;Nov/Dec2004, Vol. 56 Issue 6, p18 

    Deals with the factors an individual should consider in selecting the right financial planning professional. Advantage of working with a financial planner; Primary responsibility of a financial planner; Role of financial planner in the setting of goals; Things a planner should do before making...

  • Nick Cann: Independent thinking needed on independence.  // Money Marketing (Online Edition);3/19/2012, p29 

    The article presents the author's views on the need for independent and restricted financial advice. He comments that there is a strong emotional attachment to the philosophy of independence. He remarks whether the client is seeking independence or an individual and business they can trust to...

  • Making Money. Eisenberg, Lee // Personal Excellence Essentials;Sep2006, Vol. 11 Issue 9, p8 

    The article discusses the different kinds of financial planner. A person falls in either of the four basic personality types: the procrastinator, the plucker, the plotter or the prober. With life expectancy becoming longer, it is necessary to have a financial plan. It is likewise important to...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics