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 [fīn·ol·o·gy]


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). (b)The study of human value exchange.

1 b: the study of the relationship between human beings 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 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.

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First session is December 8th, 2021 – 6 hours of CE CreditTheme: "Contemplation of the Imperfect,"  ~ The Book of Tea, Okakura KakuzoWhen someone says, $100, we all know what that means, right?$100 is one hundred US dollars - a hard, quantifiable amount of value. But if we pull back

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.

What is Finology all About?


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