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 01/06/2017
"Introduction to First Step" Webinar

The "First Step Introduction" webinar, presented by MQ 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 11th from 10:00AM-11:00PM PST / 1:00PM-2:00PM EST. 

Click HERE to Register!

Posted 01/05/2017
"7 Steps to Protect Yourself, Your Practice, and Your Clients Who Have Diminished Mental Capacity" Webinar

1 CEU Credit Pending Acceptance!! Bob Mauterstock, CFP®, presents this valuable information in his field of study. We enjoyed his presentation at the 2016 MQ Retreat and look forward to hearing more from Bob!

Tuesday, February 21, 2017 / 10:00am PST / 1:00pm EST

Click HERE for more details!

Posted 12/22/2016
"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 March 8-10, 2017. 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 12/16/2016
"First Step Training" Webinar Series

The "First Step Training" webinars will enhance your understanding of the cash flow management concept, discuss the ways in which the Financial Life Planning approach and First Step complement one another, and provide you with guidance around introducing and using the system with your clients.  The webinar series consists of two 90-minute training webinars. There is time between the sessions to allow you to complete homework and gain hands-on experience with the First Step Cash Management System™.

Part 1:  Tuesday January 17, 2017, 11:00am PST-12:30pm PST

Part 2:  Tuesday February 7, 2017, 11:00am PST-12:30pm PST 


Posted 12/13/2016
"Fundamentals of Financial Life Planning" Firm Training, Mountain View, CA

"Fundamentals of Financial Life Planning" Training - Wealth Architects, LLC

January 25-27, 2017

This private training event for Financial Life Planning is not open for public registration.

The purpose of the Fundamentals of Financial Life Planning® training course is to provide participants with a thorough overview of Money Quotient's unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of MQ materials and facilitate important discussions regarding implementation and related practice management issues.

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