*If you haven’t already, please consider the bold step of joining What is Finology? as a member! Starting at just $7/mo, it’s the best way to support the work we do and to show your colleagues, prospects, and clients that working with you means prioritizing the Humanity in Money.
Pricing tiers are available to meet your personal money needs.
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.
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 CycleTM.
The ability to view Value beyond the numbers within your personal and your clients’ cash flow.
Awareness of the differing Value money can have in people’s lives, regardless of the numbers.
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.
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.
1.5 CFP® CE Hours
Note: There will be an optional happy hour from 12-12:30p MT to connect with fellow Finologists!
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.
“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:
$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.
Our work is to make the world a better place by helping people live well with money.
Our process is to Explore | Educate | Evolve.
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©!
Contact
447 Williams St, Denver, CO, 80218, USA
info@whatisfinology.org
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