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Financial Planning 3.0: Evolving Our Relationships with Money Paperback – July 25, 2016

4.0 4.0 out of 5 stars 53 ratings
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Money is weird stuff. We cannot avoid it but it terrifies and mystifies. Most folks need help relating to it--and lots of it. Most especially, they need their own financial planner, someone who thoroughly understands money, what it is and how it works. Hence Financial Planning 3.0. Written eclectically, Financial Planning 3.0 looks at money and the financial planning profession from both the "outside in" and, perhaps more importantly, from the "inside out". It makes the case for looking at money from the perspectives of individuals and families. This is in stark contrast to money's public persona grounded in macroeconomics and investment theory. It suggests useful resources and tools for working with money helpfully, healthfully and joyfully. Finally, treating money as the most powerful and pervasive secular force on the planet and financial planning as the most important profession of the 21st century, it posits the new "liberal arts" based academic discipline of "Finology". Financial Planning 3.0 includes a proposed curriculum for an education in Finology including a "Finology Major's Handbook" together with portions of articles the author has written over the past 25 years. This book takes money out of the closet, applies a liberal arts approach to the financial planning profession and its garden of knowledge. It advances the evolution of this profession's work with money, the money forces and individuals with an eye to the future and respect for the past.
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  1. Print length
    390 pages
  2. Language
    English
  3. Publisher
    Outskirts Press
  4. Publication date
    July 25, 2016
  5. Dimensions
    6 x 0.8 x 9 inches
  6. ISBN-10
    1478772395
  7. ISBN-13
    978-1478772392
  8. See all details
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Product details

  • Publisher ‏ : ‎ Outskirts Press (July 25, 2016)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 390 pages
  • ISBN-10 ‏ : ‎ 1478772395
  • ISBN-13 ‏ : ‎ 978-1478772392
  • Item Weight ‏ : ‎ 1.15 pounds
  • Dimensions ‏ : ‎ 6 x 0.8 x 9 inches
  • Customer Reviews:
    4.0 4.0 out of 5 stars 53 ratings

About the author

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Richard B Wagner JD CFP

Richard B Wagner JD CFP

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Dick Wagner has been a major thought leader in the financial planning profession since moving away from the practice of law in 1982. A principal in Sharkey, Howes, Wagner & Javer, Inc. from 1990 through 2000 and its predecessor firm Wagner/Howes Financial, Wagner began WorthLiving LLC with the mission of focusing on relationships between humans and money.

Wagner has been a leader, both politically and intellectually. He was on the Board of Directors of the Rocky Mountain Chapter of the International Association of Financial Planning from 1984 to 1988 including service as President and Chairman of the Board. In 1989 he was appointed to the National Committee of the Institute of Certified Financial Planners and continued to serve as President of that organization in 1993. Along the way, he has served on countless committees and task forces for the various financial planning associations and the CFP Board of Standards, including the Financial Planning Association’s “Fiduciary Task Force” in 2008 and as ICFP Retreat Dean in 1995.

In 1989, Wagner wrote a seminal piece for the Journal of Financial Planning entitled “To Think…Like a CFP” that remains a leading aspirational expression of the financial planning profession and its importance to the modern world. He has been a regular contributor to Financial Advisor Magazine for over ten years. (See “Financial Advisor Magazine” articles.)

Customer reviews

4 out of 5 stars
53 global ratings

Top reviews from the United States

Bob Z
5.0 out of 5 stars Five Stars
Reviewed in the United States on September 5, 2017
Verified Purchase
Ground breaking work for all financial planners.
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Jdiesel77
1.0 out of 5 stars Here is the best financial advice you will ever get
Reviewed in the United States on October 5, 2021
Verified Purchase
Do NOT buy this book! Not only is this the worst fin'l planning book I've ever read, it's up there with the all time worst books I've ever read, period. I literally found nothing to highlight and literally got 0 out of it. I finally gave up 70% of the way in. There is 0 content to help planners with their practices. There are,however, plenty of repeated items, descriptions and analogies. My only regret is that I didn't buy the hard copy. At least I could've used the paper for my fireplace.
One person found this helpful
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Timothy A. Ferris
5.0 out of 5 stars Five Stars
Reviewed in the United States on January 31, 2018
Verified Purchase
marvelous work
One person found this helpful
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three cat night
5.0 out of 5 stars Financial Planner Must-Have
Reviewed in the United States on July 7, 2022
This is a great dive into the questions about the financial planning profession should/could be. Outlines many of the financial problems we face in the United States and asks if not us then who. I think this is a must read for financial planners.
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Jacob B. Wagner
5.0 out of 5 stars A clear calling to expand our relationships with money and financial planning
Reviewed in the United States on May 22, 2022
This book is not for beginners or planners who want to learn the Quant of financial planning.

There is subtlety about our relationships with money, how we understand value exchange, and the real value a financial planner gives their clients.
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Leah Simpson
1.0 out of 5 stars Muddled, repetitive, disorganized, and entirely too long
Reviewed in the United States on September 12, 2019
Y'all...apparently I'm throwing a turd in the punch bowl what with all the five-star reviews, but this book was really bad. I forced myself to read it to the end just so I was sure I wasn't missing anything of value, but I was ready to throw in the towel after 25-30 pages. I'm sure that Mr. Wagner is an earnest, decent, and good financial planner. He is not, however, an author. There are a few main themes in this book:
1. We need planners who give holistic planning and advice, not salespeople that are myopic and/or predatory
2. People are weird about money
3. Money touches every aspect of you and your clients' lives: physical, mental, social, political, religious, psychological, etc. and should therefore be approached with all of those dimensions in mind
4. Money is inherently an agreement
5. The financial industry creates products that are necessary, but is hopelessly conflicted about selling those products

Expand upon those themes for 80-100 pages and it would be an ok book. Mr. Wagner instead rambled on for 300 pages (plus a few appendices) on those themes. He repeated himself far too often; for example, if I read that "money is the 2nd most written-about topic in the Bible" one more time I was ready to light a match and burn the book. Without exaggeration, that tidbit was mentioned no less than fifteen times throughout the book. He managed to fill up page after page with words, but without ever saying much. He repeated again and again how we need a different model for financial planning, but failed to elaborate on what it should look like with any amount of detail. He would have been well-served by having a seasoned editor work with him to whittle this baby down and eliminate the repititions. A few of the chapters were written in meta-verse which was very confusing and unnecessary. Overall, you would be much better served by spending your precious reading hours elsewhere.
9 people found this helpful
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Amazon Customer
5.0 out of 5 stars Good book about the past, present and future of money/financial services
Reviewed in the United States on June 6, 2020
It was a great book overall. It discussed how the industry has and will continue to change. This book was easy to read and had many links to helpful resources like financial sites/books. Thanks!
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Leo
5.0 out of 5 stars A must read for those in the financial services industry!
Reviewed in the United States on June 20, 2018
I am a financial planner myself and was wondering why people in the Financial Planning Association talked about Richard, Financial Planning 3.0, & Finology so much. After reading this book I get it. This book is amazing and the vision he lays out is exactly why I became a planner. If you have a financial planner that plans this way you will be so much better off than just some insurance or investment salesman.
2 people found this helpful
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Top reviews from other countries

Sharon S
5.0 out of 5 stars A must read for anybody serious about developing their knowledge ...
Reviewed in the United Kingdom on January 10, 2018
Verified Purchase
A must read for anybody serious about developing their knowledge about financial planning, understanding how people make decisions about money
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