Skills for the Humanity in Money

“Economies are not machines and money contains the stuff of our souls…we must learn to talk about money with new language,” 

~Richard (Dick) Wagner, JD, CFP® 

Financial Planning 3.0, p. 234.

“Economies are not machines and money contains the stuff of our souls…we must learn to talk about money with new language,”

~Richard (Dick) Wagner, JD, CFP®

Financial Planning 3.0, p. 234.

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The Finology Project answers the call

to make the world a better place by positively impacting everything that money touches through positively impacting our relationships with money.

Events and Announcements



Let's talk about this week's quote that came from an unexpected source in our marketing/business development world. Explore | Educate | Evolve Our friend, Dennis Yu posted this from his mentor. We think it's some good business advice that is worth thinking about a little deeper. Inspiration can come from

Finology [fīn·ol·o·gy]

noun


a: 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).

1 b: the study of  how we  exchange value and the relationship human beings have with money

  • 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 theories or systems of Finology.

2: Finology was created to address the profound and personal nature of money’s role our modern lives.

Finology opens new frontiers for exploring, interpreting and understanding our relationships with money.  

We need to cultivate health in our relationship with money and to use money to help navigate life with grace.

What is Finology all About?

Financial Planning 3.0


1: The study of how financial planning affects and changes culture and society.

2: The study of how financial planners and the financial planning profession affects and changes culture and society.

3: Financial planning professionals internalized understanding of the highest aspirations for the potential of the profession.

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RICHARD B. WAGNER MEMORIAL SCHOLARSHIP FUND

Podcast


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Finology


TranscriptionJoseph: Okay. I will give my perception, my perspective of what the book is about. The book ... a little bit of the history of financial planning and, I guess, to me a conceptual framework of how financial timing has evolved, what was delivered.

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