1.5 CFP® CE Hours

Natalie WagnerWillis CFRC

Value in our Lives, the Wheel of Money™, & a New Way to View Cash Flow

Summary:

What is money but a form of value in our lives? What are numbers but symbols of value? Let’s take a look at personal cash flow through the lens of the value itself, and explore creating financial balance, alignment, and health within a larger value cycle. In this view, money and the numbers play a central but secondary role. Working them in this light supports greater overall financial health through a holistic view of value in our lives.

Learning Objectives:

1. Awareness of the 10 components of the Wheel of Money, or rather, the phases of Value coming and going around in Natalie’s model, the Money Value Cycle^TM.

2. The ability to view Value beyond the numbers within your personal and your clients’ cash flow.

3. Awareness of the differing Value money can have in people’s lives, regardless of the numbers.

4. How to help your clients view their money through the lens of Value in their lives and create financial balance and health on this grander level.

About Natalie

When creating VitalFinancials™, I drew on a life-long experience with money that has been unconventional to say the least. Raised by well-known and respected financial planner, Richard Wagner, JD, CFP®, I grew up immersed in my father’s deep passion for money and its role in our modern world. Impressed upon me are money’s potential for great good and the magnitude of our responsibility to use it so. To this background, I’ve brought my own strong intuition, talent for identifying patterns and deep passion for people.

Read More

Join Us!

1.5 CFP® CE Hours

Natalie WagnerWillis | Value in our Lives, the Wheel of Money™, & a New Way to View Cash Flow

March 16, 2022 from 9:00-11am PT // 10:00 – 12:00pm MT // 12:00-2pm ET

Schedule

• 15 mins — Opening Circle and Money Meditation
• 80 mins — Presentation
• 10 mins — 1:1 Conversations to explore the topic
• 15 mins — Integration and Harvest

Note: There will be an optional happy hour from 12-12:30p MT to connect with fellow Finologists! 

What to Expect

About our How to Be a Finologist | Skills for the Humanity in Money© virtual education forums:

Our Finology Forum will be a curated, intimate experience designed to connect you with deep thinking, deep hearted, like-minded peers and meaningful professional & personal development capable of brining priceless value to your Prospects and Clients.

We’ll welcome you to the space with one of Natalie’s signature Money Breath Meditations and use storytelling, conversation, and experience to bring our Finology Educator’s content to life. Our forum will finish with both a 1:1 and group harvest to pull the experience together and ensure you have a tangible action step(s) to take back to your practice.

About Finology

“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®, Father of Finology, Financial Planning 3.0, p. 234. 

Finology answers this call!

Finology is:

1. The study of our Human Connections with Money, Value and Reciprocity 
2. The umbrella term for all the various aspects of our personal relationships with money and exchange) is the legacy of the wisdom and insights of R. (Dick) Wagner. It is the foundation of new language revolutionizing how we understand and relate with money.

$100 means something different to every person, and in fact different to same person in different context (think birthday money to paycheck money). There are infinite variations of money’s meaning, and all of them are connected to our personal connections to the values and exchanges at play.

Finology is a space where we orbit our money conversations around our Human Connections with the dynamics at play. This is the space where we create money’s meaning on a personal level and it’s from here that we make money decisions.

To do well with money, we need to do well in this space.

Money touches everything. Doing well with it is fundamental to doing well.

About the What is Finology? Project

Our work is to make the world a better place by helping people live well with money.

Our process is to Explore | Educate | Evolve.

• Explore our personal relationships and human connections to money as a Project and through the contributions of our Member Finologists and our Finology Fellows. 
• Educate Financial Professionals through our Finology Forums and other events, bringing Finology to clients & society and expanding Finology as a field. 
• Evolve personal and social understandings and relationships with money through deeper understandings of money and the human experience. We're making the world a better place through the positive evolution of what money can bring to all it touches (everything).

How Financial Planners benefit by being part of the Finology conversation

Why do people hire a Financial Planner?

“[A financial planner’s] worth is in our wisdom and insights, including our own intimate understandings of money and its powers,” (Richard Wagner, JD, CFP®, & founding father of Finology, Financial Planning 3.0, p. 30).

This educational platform of The What is Finology? project is all about Money and your Human Skills. When we strip money down to simply the numbers, we strip the humanity out of it! But that’s not what it’s like for our clients, or in real life. In reality, $100 means something different to you than it does to each of your clients than it does to me than it does to anyone else!

If someone is simply looking for the numbers, fine, there are lots of services for that. But if someone is coming to you, they’re looking for more. They’re looking for an understanding of value and meaning that goes beyond the numbers. They’re looking to be seen as a person first and for their money to be viewed in this light. Your abilities to serve clients in these ways are all about your Skills for the Humanity in Money©!

Notes

• The What is Finology? project and this education platform are inspired in part by the Nazrudin Project — its idiosyncratic nature, loving and sophisticated community, plus its agile and profound structure. The work we do and the experiences we have through Nazrudin reach the depths of participants, changing our way of Being — with money, clients, and life.
• Our intentions are that What is Finology? Project and our How to Be a Finologist education forums extend and echo the Nazrudin spirit, journey, depth of personal connection.
• All sessions will be recorded and available for later listening. Conversations in the Lounge will not be recorded.