Altfest, L 2004, ‘Personal financial planning: origins, developments and a plan for future direction’, The American Economist, vol. 48, no. 2, pp. 53–60.
Asebedo, SD 2022, ‘Theories of personal finance’ in JE Grable & S Chatterjee (eds), Handbook of personal finance, De Gruyter, Berlin, Germany, pp. 67–84.
Asebedo, SD 2024, ‘The value of financial planning—a theoretically-grounded approach,’ Australasian Accounting, Business and Finance Journal, vol. 18 no. 1, pp. 26–43.
Black Jr, K, Ciccotello, CS & Skipper Jr, HD 2002, ‘Issues in comprehensive personal financial planning,’ Financial Services Review, vol. 11, no. 1, p. 1–9.
Brandon JR, E. D., & Welch, H. O. (2009). The History of Financial Planning Timeline. In E. D. Brandon JR & H. O. Welch (Eds.), The History of Financial Planning: The Transformation of Financial Services (pp. 219–233). John Wiley & Sons. Hoboken, NJ.
Brüggen, L, Gianni, R, de Haan, F, Hogreve, J, Meacham, D, Post, T & van der Werf, M 2025, ‘AI-based financial advice: an ethical discourse on AI-based financial advice and ethical reflection framework’, Journal of Public Policy & Marketing, vol. 44, no. 3, pp. 436–456.
CFP Board 16 January 2020, Financial planning and application of the practice standards for the financial planning process, CFP Board, viewed 21 November 2024, https://www.cfp.net/ethics/compliance-resources/2020/01/financial-planning-and-application-of-the-practice-standards-for-the-financial-planning-process.
Choi, BC & Pak, AW 2006, Multidisciplinarity, interdisciplinarity and transdisciplinarity in health research, services, education and policy: 1. Definitions, objectives, and evidence of effectiveness, Clinical & Investigative Medicine, vol. 29, no. 6, pp. 351–364.
Chun Tie, Y, Birks, M & Francis, K 2019, ‘Grounded theory research: a design framework for novice researchers’, SAGE Open Medicine, vol. 7, p. 1–8. DOI: 10.1177/2050312118822927
Contandriopoulos, D, Perroux, M, Cockenpot, A, Duhoux, A & Jean, E 2018, ‘Analytical typology of multiprofessional primary care models’, BMC Family Practice, vol.19, pp. 1–11. doi: 10.1186/s12875-018-0731-8
Doherty, WJ, Boss, PG, LaRossa, R, Schumm, WR & Steinmetz, SK 2009, ‘Family theories and methods: a contextual approach’, in WJ Doherty, PG Boss, R LaRossa, WR Schumm & SK Steinmetz (eds), Sourcebook of family theories and methods: a contextual approach, New York, NY, pp. 3–30.
Ferguson, CJ & Heene, M 2012. ‘A vast graveyard of undead theories: publication bias and psychological science’s aversion to the null’, Perspectives on Psychological Science, vol. 7, no. 6, pp. 555–561.
Fife, ST & Gossner, JD 2024, ‘Deductive qualitative analysis: evaluating, expanding, and refining theory’, International Journal of Qualitative Methods, vol. 23, p. 1–12. DOI: 10.1177/16094069241244856
Goyal, K & Kumar, S 2023, ‘A bibliometric review of Journal of Financial Counseling and Planning between 1990 and 2022’, Journal of Financial Counseling and Planning, vol. 34, no. 2, pp. 138–168, https://doi.org/10.1891/jfcp-2023-0009.
Grable, JE & Joo, S-h 1999, ‘Financial help-seeking behavior: theory and implications, Journal of Financial Counseling and Planning, vol. 10, no. 1, pp. 14–25.
Gusenbauer, M & Haddaway, NR 2020, ‘Which academic search systems are suitable for systematic reviews or meta-analyses? evaluating retrieval qualities of Google Scholar, PubMed, and 26 other resources’, Research Synthesis Methods, vol. 11, no. 2, pp. 181–217.
Heo, W 2020. ‘Theoretical background: a new theoretical framework for financial planning with the case of life insurance demand—dynamic ecological systemic framework’, in W Heo (ed), The Demand for Life Insurance: Dynamic Ecological Systemic Theory Using Machine Learning Techniques, Springer Nature International Publishing, Cham, Switzerland, pp. 19–46, https://doi.org/10.1007/978-3-030-36903-3_2.
Hershey, DA, Jacobs-Lawson, JM, McArdle, JJ & Hamagami, F 2007, ‘Psychological foundations of financial planning for retirement’, Journal of Adult Development, vol. 14, pp. 26–36, https://doi.org/10.1007/s10804-007-9028-1.
Irving, K 2012, ‘The financial life well-lived: psychological benefits of financial planning’, Australasian Accounting, Business and Finance Journal, vol. 6, 4, pp. 47–59.
Jugnandan, S 2023, ‘The financial planning journey: a grounded theory towards bias mitigation’, Doctoral dissertation, University of Cape Town, http://hdl.handle.net/11427/39249.
Kitces, M 28 April 2014, ‘The rise of the financial planning academic’, Kitces.com, viewed 25 November 2024, https://www.kitces.com/blog/the-rise-of-the-financial-planning-academic/.
MacDonald, KL, Loy, E, Brimble, M & Wildman, K 2023, ‘The value of personal professional financial advice to clients: a systematic quantitative literature review’, Accounting and Finance, vol. 63, no. 4, pp. 4399–4429, https://doi.org/10.1111/acfi.13099.
Munn, Z, Pollock, D, Khalil, H, Alexander, L, Mclnerney, P, Godfrey, CM, Peters, M & Tricco, AC 2022, ‘What are scoping reviews? providing a formal definition of scoping reviews as a type of evidence synthesis’, JBI Evidence Synthesis, vol. 20, no. 4, pp. 950–952.
Siddaway, AP, Wood, AM & Hedges, LV 2019, ‘How to do a systematic review: a best practice guide for conducting and reporting narrative reviews, meta-analyses, and meta-syntheses, Annual Review of Psychology, vol. 70, no. 1, pp. 747–770.
Wallis, S 2010, Toward a science of metatheory, Integral Review: A Transdiciplinary and Transcultural Journal for New Thought, Research, and Praxis, vol. 6, no. 3, pp. 73–120.
Westermann, S, Harrison, JL & Niblock, SJ 2024, ‘Internal factors driving willingness to seek financial advice: the role of trust and anxiety’, Journal of Consumer Affairs, https://doi.org/10.1111/joca.12611.
Yeo, KHK, Lim, WM, & Yii, K-J 2024, ‘Financial planning behaviour: a systematic literature review and new theory development’, Journal of Financial Services Marketing, vol. 29, no. 3, pp. 979–1001, https://doi.org/10.1057/s41264-023-00249-1,