About Money Quotient

Money Quotient (M.Q.®) develops Financial Life Planning tools and training for professionals who want to make a difference in the lives of their clients. As a non-profit 501(c)(3) organization focused on education and research, our purpose is to provide a life-centered approach that will engage, enlighten, and empower the clients you serve.

To this end, we have developed a process for building solid client relationships, conducting effective one-on-one meetings, and delivering value-added services. In addition, our practical, life-centered materials will help you get to the heart of your client's values and priorities, and create a framework to align a financial plan with their life goals.

We take pride in offering you the highest quality Financial Life Planning products and learning opportunities via affordable licensing arrangements. As an M.Q. Licensee, you will experience superior customer service, ongoing support, and a dynamic community of Financial Life Planning professionals.



M.Q. Announcements!

Posted 11/14/2016
"MQ Licensee Open Forum" Webinar November 30, 2016!

During our November "MQ Licensee Open Forum" MQ Vice President, Amy Mullen, and Veteran MQ Licensees, Hugues Rivard and Virginia Harriett, will be reviewing some highlights from the MQ Retreat. The remainder of the session is open for discussion on any topic, and shaped by your interests, questions, and experiences.

THIS WEBINAR IS FREE AND OPEN TO MQ LICENSEES ONLY!!

WEDNESDAY NOVEMBER 30, 2016

11:00AM-12:00PM PST / 2:00PM-3:00PM EST

CLICK HERE FOR MORE DETAILS! 

Posted 11/14/2016
"MQ Licensee Open Forum" Webinar December 15, 2016!

During our December "MQ Licensee Open Forum" MQ Vice President, Amy Mullen, and Veteran MQ Licensee, Thom Allison, CFP®, will be discussing charitable giving. The remainder of the session is open for discussion on any topic, and shaped by your interests, questions, and experiences.

THIS WEBINAR IS FREE AND OPEN TO MQ LICENSEES ONLY!!

THURSDAY DECEMBER 15, 2016

1:00PM-2:00PM PST / 4:00PM-5:00PM EST

CLICK HERE FOR MORE DETAILS!

Posted 10/24/2016
December "Fundamentals of Financial Life Planning" training in Portland, OR

Money Quotient's "Fundamentals of Financial Life Planning" training will be held in Portland, Oregon this fall! This three-day event is scheduled for December 7-9, 2016. The purpose of the "Fundamentals of Financial Life Planning" training course is to provide participants with a thorough overview of Money Quotient's unique 5-E client meeting process for delivering holistic financial planning services. This intensive three-day course covers both the philosophical foundation and the practical application of the Money Quotient 5-E model of Financial Life Planning.

DECEMBER "FFLP" INFO PACKET

DECEMBER "FFLP" FACT SHEET

REGISTER NOW!! 

Posted 10/24/2016
Meet the Author Webinar with Justin Krane, CFP

MQ Veteran Licensee, Justin Krane, CFP®, discusses his new book "Money. You Got This: Easy to Implement Money Strategies So You Can Take Control of Your Business Finances and Create Your Dream Life."

THIS WEBINAR IS FREE AND OPEN TO EVERYONE!!

THURSDAY OCTOBER 27, 2016

1:00-2:00PM PDT/4:00-5:00PM EDT

CLICK HERE FOR MORE DETAILS!

Posted 10/13/2016
2016 Money Quotient Retreat in Portland, Oregon!

2016 is an MQ Retreat year!! Money Quotient holds a Retreat every other year to bring together members of the MQ Community. The Retreat offers a unique opportunity to explore the depth and breadth of life-centered, values-based financial planning.  

This year's theme is "Defining and Designing Your Unique Financial Life Planning Practice." We'll focus our attention on ways to deliberately craft a Financial Life Planning practice that not only attracts and retains your ideal clients, but also helps them to lead happier and more fulfilling lives.  

In addition, we believe your professional life should reflect what is most important to you, nurture your personal well-being, and focus on "work" that provides you a deep sense of meaning and purpose. Register now for this opportunity to learn and connect with others in the MQ Community!

NOVEMBER 2 - 4, 2016

KENNEDY SCHOOL | PORTLAND, OR 

REGISTER NOW!! 

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