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) Wager, JD, CFP®,  

Financial Planning 3.0, p. 234.

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



We started a series called "Money MindBender$" to help guide the conversations about Finology. We hope it helps you engage with us better. Sign up for our newsletter list (in the sidebar of this page) for more. Now it's time to introduce the first Money MindBender$.As one cannot eat it,

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). (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.

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.

Sponsors


abundance sponsor placement
vitalfinancials home logo
gold sponsor placement
4fp sponsor logo
Purposeful Planning Institute sponsor
Sponsored by Trustcore Financial
Gold Patron placement
Sponsored by the Financial Planning Association
colmansponsor

RICHARD B. WAGNER MEMORIAL SCHOLARSHIP FUND

Podcast


Transcription: Speaker 1: What is finology? Here we explore our personal relationships with money, money's nature, and

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Transcription: E03 - Rick KahlerSpeaker 1: What Is Finology? Here we explore our personal relationships with money,

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Transcription:Announcer: What Is Finology? Here we explore our personal relationships with money, money's nature, and how we

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We are living the movie “It’s a Wonderful Life.” You might recall the movie; it’s about this wonderfully naïve George Bailey (imagine Ben Bernanke), who upon the death of his father

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Finology


Transcription: Speaker 1: What is finology? Here we explore our personal relationships with money, money's nature, and how we exchange value in daily life. Grounding ourselves in the liberal arts, we explore Financial Planning 3.0 from the inside out, addressing money as the most

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