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 11/20/2014
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!

Posted 6/16/2014
Early Bird Deadline for July "FFLP" Training is Friday, June 20th!

The Early Bird Registration Deadline for Money Quotient's July "Fundamentals of Financial Life Planning" training in Portland, Oregon is Friday, June 20th! 

Register by the deadline to save $200.00 and make sure you don't miss out on this great opportunity to increase your Financial Life Planning skills, knowledge, and confidence!

The training session will take place July 16-18.



Posted 5/20/2014
2014 Ken Gillaspie Legacy Fund Scholarship Applications Available!

The 2014 Ken Gillaspie Legacy Fund Scholarship recipient will be invited to participate in the 3-day "Fundamentals of Financial Life Planning" training session held either July 16-18 or October 20-22. Both sessions will be held in Portland, Oregon. The scholarship will cover the tuition in full and up to $1,000 in related transportation, lodging, and food expenses. Please note that the scholarship award does not include fees for licensing Money Quotient materials.

The following individuals are invited to submit an application for a Money Quotient Scholarship: CFP® certificants and designees, students enrolled in a qualified CFP programs, CFP Program Directors and Instructors, and/or members of the Financial Planning Association. To be eligible for selection, applicants must not have previously attended the Money Quotient "Fundamentals of Financial Life Planning" training course.

To review complete details and apply for the Ken Gillaspie Legacy Fund Scholarship, click here to download the Application Packet.

Applications must be received by Money Quotient by Friday, June 6, 2014!

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