In the words

of Dick Wagner...

“...Economies are not machines and our money contains the elements of our souls. We must learn to talk about money with new language...”
Financial Planning 3.0 p.234

Richard B. (Dick) Wagner JD, CFP® co founder of the What is Finology? Project

Finology


(a) The study of our personal relationships with reciprocity, money and what money means in our lives. Academically, we define Finology as “the umbrella term for the various aspects of our personal relationships with money”

(R. Wagner, Financial Planning 3.0, p.15). (b)The study of human value exchange.

(b) The study of human value exchange.

  • The study of money and value exchange.
  • The study of the relationships between human beings and money.
  • The study of minds, brains, customs and behaviors with respect to money and the money forces.

The theory or system of Finology.

(c) Finology was created to address the profound and personal nature of money’s role our modern lives. Finology opens new frontier for exploring and understanding our relationships with money, bol-stering our capacity to cultivate health in these relationships and to use money to help navigate life with grace.

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What is Finology? · Drawing back from Midas’ touch This podcast explores discrete differences between money and value. If money is an instrument of value exchange, does it provide the value we expect of it? Does it hold some types of value well, but not others? If so, what values can we expect to store

Financial Planning 3.0


(a) The study of how financial planning affects and changes culture and society

(b) The study of how financial planners and the financial planning profession affects and changes culture and society

(c) Financial planning professionals internalized understanding of the highest aspirations for the potential of the profession

What is Finology all About?

3.0 Musings


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Finology


What is Finology? · Drawing back from Midas’ touch This podcast explores discrete differences between money and value. If money is an instrument of value exchange, does it provide the value we expect of it? Does it hold some types of value well, but

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