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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


(a) The study of our personal relationships with reciprocity, money and what money means in our lives.

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.

(b) The study of human 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 theory or system of Finology.

(c) 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


(a) The study of how financial planning affects and changes culture and society

(b) The study of how financial planners and the financial planning profession affects and changes culture and society

(c) Financial planning professionals internalized understanding of the highest aspirations for the potential of the profession

What is Finology all About?

3.0 Musings


Podcast Commentary by David BowmanIn exploring and relating Pullen's discussion with Interior Finologist, Natalie Wagner, to the work of Dick Wagner on Finology and Integral Finance, David references Dick Wagner's Dec. 2001 article in Financial Advisor Magazine, "The Power of Integral Finance." We encourage

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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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Many of you have read this article in the FPA Journal in 1990. Many of you have even thought about it enough that you wrote your own version. We decided to

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Finology


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