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 7/26/2016
"M.Q. Licensee Open Forum" Webinar September 27, 2016!

During our September "M.Q. Licensee Open Forum" we will hear from M.Q. Vice President, Amy Mullen, and Veteran M.Q. Licensee, Tanya Steinhofer, about how to help clients teach their children financial lessons and values. 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 M.Q. LICENSEES ONLY!!

TUESDAY SEPTEMBER 27, 2016

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

REGISTER NOW!!  

Posted 7/26/2016
"Closing the Generation Gap: Insights and Strategies for Building Successful Relationships with Gen X & Y Clients”

Special Presentation by M.Q. Vice President, Amy Mullen

Tuesday, September 13, 2016

10:30-11:30am PDT/1:30pm EDT

Learning Objectives:

• Gain insights into the perspectives, attitudes, and behaviors of various generations and where the communication gaps can occur
• Learn tips and techniques for attracting and retaining younger clients
• Learn how the “M.Q. 5-E Model of Effective Communication” can be used to effectively engage and empower Gen X and Y clients in building successful and meaningful lives.

This session is free for M.Q. Licensees:  REGISTER HERE!!

$50 fee for Non Licensees:  REGISTER HERE!!

Posted 7/1/2016
"M.Q. In Action" Webinar with Todd Woodard, CFP®

The "M.Q. in Action" series provides the opportunity to hear how other financial planners are utilizing the Money Quotient materials. M.Q. Veteran Licensee and new Advisory Board member, Todd Woodard, CFP®, will describe the processes he used to integrate the M.Q. tools and materials into his practice and share his unique experiences and expertise. Sessions conclude with an open forum for questions.

FREE FOR M.Q. LICENSEES: Register Now!!

$50 FEE FOR NON LICENSEES: Register Now!! 

Wednesday, August 3 2016

10:00 - 11:00 am PDT/1:00 - 2:00 pm EDT

Posted 5/27/2016
December "Fundamentals of Financial Life Planning" Training!

Registration just opened!!  Reserve your spot now!  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 3/22/2016
2016 Money Quotient Retreat in Portland, Oregon!

SAVE THE DATES!!!

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

Keep an eye out for details and registration information coming your way VERY soon! In the meantime, save the dates!

NOVEMBER 2 - 4, 2016
KENNEDY SCHOOL | PORTLAND, OR 

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