April 18, 2019

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CFP Practitioner, Dick Wagner Tribute, Emotional Intelligence, Fiduciary, Financial Planning Association, Profession, Richard B. (Dick) Wagner Writings, Video, Wisdom, WorthLiving, Writings

Dick Wagner Tribute

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September 29, 2022

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CFP Practitioner, Fiduciary, Finology, Psychology, Theories of Finology

Introducing: Money MindBender$

*We started a series called "Money MindBender$" to help guide the conversations about Finology. We hope it ...

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November 19, 2021

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Financial Planning 3.0

ANNOUNCING: What is Finology? CE Days

First session is December 8th, 2021 – 6 hours of CE CreditTheme: "Contemplation of the Imperfect,"  ~ ...

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September 9, 2021

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CFP Practitioner, Finology, New Money Language, Podcasting

How do we reduce the shame that our clients have walking into our meetings — with Hannah Moore CFP®?

SummaryIn this episode of the “What is Finology” Podcast, host Natalie Wagner-Willis talks with guest Hannah Moore ...

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March 3, 2021

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Fiduciary, Financial Planning 3.0, Self Care

What can Your Body Teach You About Money? (Part 2)

Podcast CommentaryThis is a continuation of Natalie's conversation with Gayle about incorporating the body in our money ...

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February 12, 2021

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"...Like a CFP" conversations, Financial Planning 3.0, Writings

To Act… like a CFP®

Authors Biographies This was originally published in the April 2009 Journal of Financial Planning by Jeanne and ...

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