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 1/21/2015
March "Fundamentals of Financial Life Planning" Training!

Money Quotient's "Fundamentals of Financial Life Planning" training is returning to Portland, Oregon in the 1st quarter of 2015!! This three-day event is scheduled for March 2-4, and will feature our brand new training model! 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.




Posted 1/6/2015
"First Step Introduction" Webinar!

The "First Step Introduction" webinar, presented by M.Q. Vice President, Amy Mullen, will provide details on the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.

The First Step Cash Management System™ is web-based software created by The Planning Center in Moline, Illinois. First Step provides clients with a simple and user-friendly method for managing cash flow, reducing debt, and increasing savings. First Step will help your clients gain a better understanding of their current financial situation, be aware of the resources they have available, and make plans for the future.

The session will take place Wednesday, January 21st from 11:00AM-12:00PM PST / 2:00PM-3:00PM EST.

For detailed information on the First Step Cash Management System™, please review the documents linked below:

First Step Fact Sheet

More about First Step

Key Concepts of First Step

To register, please CLICK HERE!

Posted 11/20/2014
December East Coast M.Q. Training!

Cornerstone Financial Planning in Portland, Maine is hosting a "Fundamentals of Financial Life Planning" training session December 10th-12th. This is a great opportunity for those of you located on the East Coast to attend training without as much travel!

This intensive 3-day course covers both the philosophical foundation and the practical application of the Money Quotient model of Financial Life Planning. Gain hands on experience while learning how to integrate and custom-fit the Money Quotient tools and processes to enhance your practice and strengthen your client relationships. Learn more about "Fundamentals of Financial Life Planning" training here.

This is a hosted training session with limited seats available. For additional information and/or to register, please contact Mackenzie Arsenault at Cornerstone Financial Planning: 207.772.8133 or mackenzie@cornerstoneplanning.com.

Posted 10/28/2014
New! "Keys to Motivating Client Change" Webinar!

Get prepared to support your client’s goals in the New Year!  Helping your clients achieve their true life vision and align their finances with their goals and values often includes encouraging change in one or more facet of life.   In order to successfully navigate the changes you advise, clients must be intrinsically motivated and personally connected to their financial plan.

In this webinar adapted from her 2014 M.Q. Retreat presentation, Money Quotient Director of Education, Katrina Liukko, will discuss the ways in which you can engage your clients and facilitate positive change by employing techniques related to understanding, empathy, reiteration, and clarification.

This webinar will take place Wednesday, December 3rd from 11:00AM-12:00PM PST / 2:00PM-3:00PM EST. For complete webinar details, please click here.

To register online, please CLICK HERE!

Posted 7/22/2014
Full Speaker Lineup & Agenda for M.Q. Retreat Announced!

Money Quotient is thrilled to share our full speaker lineup and agenda for the 2014 M.Q. Retreat, "Making a Difference: Financial Life Planner as Agent of Change"!  We are proud to introduce you to this panel of innovative thinkers who are eager to share their expertise, knowledge, skills, and effective and easy to implement strategies with the M.Q. Community! We are also excited to fill you in on the other events that will take place during Retreat week!  To take a peek, CLICK HERE!

The 2014 M.Q. Retreat will take place September 18 & 19 at the Clearwater Resort in Suquamish, Washington.  The venue is located a short ferry ride away from Seattle and precedes the FPA Annual Conference being held there.  For Retreat registration information, please CLICK HERE!  To download the 2014 M.Q. Retreat Info Packet, CLICK HERE!

The Early Bird Registration Deadline is Friday, August 15!

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