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Financial Planning 3.0: Evolving Our Relationships with Money

Contributor(s): Wagner Jd Cfp(r), Richard B (Author)

ISBN: 9781478772392

Publisher: Outskirts Press

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Pub Date: July 25, 2016

Dewey: 332.024

LCCN: 2016905698

Lexile Code: 0000

Target Age Group: NA to NA

Physical Info: 0.80" H x 9.00" L x 6.00" W ( 1.15 lbs) 390 pages

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Description: 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, it 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."

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