Wiley

Financial Planning Review Template

Write in a clean editor, then format for Financial Planning Review in one click — DocuGuru applies the official Wiley template with author–year references and exports a submission-ready PDF plus the editable LaTeX source. Free to start.

About the Financial Planning Review format

Financial Planning Review is a peer-reviewed journal published by Wiley, covering Financial Literacy, Pension, Retirement Analysis, Housing Market and Economics, Retirement, Disability, and Employment.

PublisherWiley
Reference styleAuthor–year (Chicago)
Author–year — (Smith, 2023) in the text
Smith, Ada, Ben Jones, and Cara Lee. 2023. "A Representative Article Title." Financial Planning Review 12 (3): 45–58.

Formats any DOI in Financial Planning Review style. No sign-up.

Publishes research inFinancial Literacy, Pension, Retirement Analysis Housing Market and Economics Retirement, Disability, and Employment Financial Markets and Investment Strategies Housing, Finance, and Neoliberalism
ISSN2573-8615
Citation impact (2-yr)0.77
h-index17
i10-index26
Total citations1,374
Article processing charge$3,050
Top institutions publishing hereUniversity of Georgia
Journal websiteonlinelibrary.wiley.com
You getA submission-ready PDF and the editable LaTeX source — ready to submit.

Papers published in Financial Planning Review per year

27
2018
42
2019
36
2020
29
2021
21
2022
26
2023
20
2024
36
2025

Citation impact of Financial Planning Review by publication year

351
2018
301
2019
157
2020
356
2021
74
2022
53
2023
23
2024
29
2025

Citations each year’s papers have accumulated so far — the most recent years are still building up.

Most-cited papers in Financial Planning Review

A methodological overview to defining and measuring “digital” financial literacy

Angela Lyons, Joséphine Kass-Hanna · 1 Jun 2021

Abstract Researchers and financial practitioners alike recognize the importance of defining and measuring financial literacy (FL) to better understand its relationship to financial behavior and decision‐making. Despite many efforts, there is still no widely accepted definition or methodological approach for measuring FL. The rapid expansion of digital financial services (DFS), which promises to enhance financial…

Acceptance of robo‐advisors: Effects of financial experience, affective reactions, and self‐enhancement motives

Christoph Hohenberger, Chaiwoo Lee, Joseph F. Coughlin · 1 Jun 2019

Abstract Robo‐advisors have recently been gaining interest as a technology‐enabled means to make financial management easier. The aim of this study is to examine how people's self‐assessed financial experience, affective reactions, and the interplay with individual values influence their willingness to use a robo‐advisor. We argue that one's self‐assessed financial experience influences the willingness to…

Perspectives on mental accounting: An exploration of budgeting and investing

C. Yiwei Zhang, Abigail B. Sussman · 1 Mar 2018

This article provides an overview of recent advances in the literature on mental accounting within the context of consumer financial decision‐making. We first discuss the categorization process that underlies mental accounting and the methods people use to categorize funds. We then highlight some of the notable work that examines how mental accounting influences budgeting, spending,…

Understanding consumer's adoption of financial robo‐advisors at the outbreak of the <scp>COVID</scp>‐19 crisis in Malaysia

Li Yin Gan, Mohammad Tariqul Islam Khan, Tze Wei Liew · 1 Aug 2021

Abstract The COVID‐19 crisis that resulted in diminished close contact interaction and increased financial volatility could influence consumer's perception toward online automated financial robo‐advisor, in order to manage their financial planning. Based on the data collected (i.e., between February [9 reported cases] and March [36 reported cases] 2020) within the developed urban cities in Malaysia…

Present bias and financial behavior

Jing Jian Xiao, Nilton Porto · 1 Jun 2019

Abstract Present bias is an important term in the theory of self‐control in behavioral finance. Empirical research finds that present bias is associated with undesirable spending, borrowing, and saving behaviors. Unlike previous research that focuses on one domain of financial behavior, the purpose of this study is to examine associations between present bias and a…

Financial Planning Review template — frequently asked questions

How do I write a paper in the Financial Planning Review format?
In DocuGuru you write your manuscript in a normal editor — no LaTeX setup required — and select the Financial Planning Review template. When you export, DocuGuru compiles the paper into the official Wiley format and hands you a submission-ready PDF along with the editable LaTeX source.
What reference style does Financial Planning Review use?
Financial Planning Review uses Author–year (Chicago) references, shown as author–year markers such as (Smith, 2023) in the text. DocuGuru formats every in-text citation and the reference list in this exact style automatically. A reference appears like this: Smith, Ada, Ben Jones, and Cara Lee. 2023. "A Representative Article Title." Financial Planning Review 12 (3): 45–58.
Do I need to know LaTeX to submit to Financial Planning Review?
No. DocuGuru generates the USG LaTeX class and compiles the PDF for you in the background, so you get a Wiley-ready Financial Planning Review document without writing any LaTeX. If you do want it, the LaTeX source is included in the export.
Can I import an existing draft into the Financial Planning Review template?
Yes. Paste or upload your current manuscript — Word, LaTeX, Markdown, or plain text — and DocuGuru reflows it into the Financial Planning Review format with correct headings, figures, tables, and author–year citations.
Who publishes Financial Planning Review?
Financial Planning Review is a multidisciplinary journal published by Wiley. DocuGuru's Financial Planning Review template matches Wiley's official submission format.
Can I export a submission-ready Financial Planning Review PDF?
Yes — DocuGuru produces a PDF built with the official Financial Planning Review template (the USG class) that is ready to submit to Wiley, together with the matching LaTeX source files.
How much does the Financial Planning Review template cost?
You can start writing in the Financial Planning Review template for free. Exporting the final submission-ready Financial Planning Review PDF and LaTeX source is part of DocuGuru's paid plans — see the app for current pricing.
Use the Financial Planning Review template