“Money shows us where our hearts are,”
— Dick Wagner, JD, CFP®
We often get stuck between two extremes: believing money defines everything (including us), or feeling like it’s a burden that gets in the way of "real" meaning.
Neither is true.
We cannot eat money, and we cannot live inside of it. Still, in our modern world, money is a central way we share our capacities, shape the lives we live, and bridge our internal selves with the material world.
In reality, money isn’t about money; it’s about the meaning and value it connects us with. In this light, it is brilliant and beautiful.
I created the Money Value Cycle (MVC)© and Money Breath© as tools to help you navigate these complexities. This unique process is designed to help you reconnect money with your true Self and your invaluable Self-worth — empowering you to recreate a money life substantiated by what you deem priceless.
We redefine your daily finances as a vehicle for self-actualization and creating a life of meaning and value.
Bring "Money as a Human Experience" to your community. I offer radical, human-centric talks that invite groups to reorient and transform their relationship with money—moving from confusion and disconnection to empowerment in using money as a vehicle for self-actualization and creating a life of meaning and value.
*No Investment Services
A born money coach and thought leader (Finologist), I cannot imagine doing anything else. Truly, this is about making a lasting, positive impact on lives and the world.
I believe money is brilliant and can be used for great good—when it supports what's truly valuable and meaningful. My drive for global health in our relationships with money and value is rooted in a deep responsibility to life and Earth, our children, and the call to do right as co-creators.
I proudly inherited an eye for the human side of money via my venerated father, Richard (Dick) Wagner, JD, CFP®, the original Finologist. He lovingly opened my eyes to the depths and dynamics of people and money at a young age and showed me the joy of life-changing work with our clients.