What We Do
Finology was created to address the profound and personal nature of money’s role in modern society.
Finology opens new frontiers for exploring and understanding our relationships with money, bolstering our capacity to cultivate health in these relationships and to use money to help navigate life with more grace, possibility and joy.
- Gather in one place and make accessible the finological work that has been and is being done, allowing our inspirations and conversations to grow and build from one another.
- Create a foundation for the field of Finology that invites and inspires further investigations and supports bringing new finological thought to people within and beyond the world of financial services.
- Cultivate our understanding of the different ways that people exchange value, in and outside of money.
- Break open the collective conversation about money into the interior/personal realm, and invite the rest of the world to explore, innovate, and cultivate health within our personal money lives.
How We Do This
About the Team
Jake Wagner, CDMP
Co-founded the What is Finology? Project with (Richard B.) Dick Wagner, JD, CFP®
The two of them worked closely to produce Dick Wagner’s work after Dick left Sharkey, Howes, Wagner & Javer.
Jake is the driving force behind getting Financial Planning 3.0 published and on book shelves. Since Dick’s passing he has maintained the vision and drive to get the What is Finology project to be what it is today. He has a strong internal understanding of Dick Wagner’s body of work.
Jake has studied currency theory with his mentor, Bernard Lietaer. He worked for Ken Wilber and the Integral Institute (now Integral Life), enabling him to be an expert in the integral framework and Integral Finance.
Jake is the founder of Digital Marketing 4FP, a marketing agency focusing on CFP® Professionals and RIAs. He has studied the art and craft of digital marketing with Digital Marketer, Billy Gene is Marketing, Lee Goff and numerous other digital marketing experts.
Jake is passionate about helping our civilization have a better relationship with money and exchanging value.
Senior Assistant and Graphic Designer of the What is Finology? Podcast
The glue that holds this project together. I'm fortunate to work and learn under some brilliant minds. In this family affair made public I help make and manage content that goes out.
I'm a graphic designer with an eye for interesting projects like this. I help keep the peace while learning every day from the rest of this team.
I consider myself extra fortunate to be able to help continue the work of Dick Wagner. I may not have known him in life, but I learn a lot from his wisdom every day. This concept of Finology is an intriguing one I see in every day situations. It's fun for me to explore the "fields of finology" with the eyes of a wandering hippie. I am quiet at times hiding behind my computer screen, but once you get me talking about something interesting (like this project) i'll talk to you for hours about it and whatever else .