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 04/18/2017
MQ Gathering in Portland, OR November 2-3, 2017!

Gathering Title:  Grabbing the New Bar: Exploring Ways to Prepare & Guide Clients Through Difficult Life Transitions

Mark the dates on your calendar for our 2017 MQ Gathering!  Details and registration coming soon!!

Posted 4/18/2017
"First Step in Action" Webinar with Jason Mirabella, AIF®, May 9, 2017!

During this webinar, Amy Mullen will discuss ways to improve your skills with facilitating conversations around the MQ tools. She will offer tips and strategies on how to elicit high levels of engagement from clients and identify relevant information from their answers.

THIS WEBINAR IS FREE AND OPEN TO MQ LICENSEES ONLY!

TUESDAY APRIL 18, 2017

11:00am - 12:00pm PDT/2:00pm - 3:00pm EDT

CLICK HERE FOR MORE DETAILS! 

Posted 4/18/2017
"MQ Licensee Open Forum" Webinar May 23, 2017!

The team at Oswego Wealth Management from Lake Oswego Oregon will be giving a "behind the scenes" look at how they have customized their Financial Life Planning process with the MQ tools including work flow, staff responsibilities, and meeting agendas. We look forward to a lively discussion!

THIS WEBINAR IS FREE AND OPEN TO MQ LICENSEES ONLY!

Date: Tuesday, May 23, 2017

Time: 12:00PM-1:00PM PDT / 3:00PM-4:00PM EDT


CLICK HERE FOR MORE DETAILS! 

Posted 4/18/2017
2017 Ken Gillaspie Scholarship application now available!

Applications are currently available for the 2017 Ken Gillaspie Legacy Fund Scholarship. The application deadline is Friday, June 30.

The 2017 Ken Gillaspie Legacy Fund Scholarship recipient will be invited to participate in the 3-day "Fundamentals of Financial Life Planning" training session held September 12-14 in Portland, Oregon. The scholarship will cover the full tuition and up to $1,000 in related transportation, lodging, and food expenses.

The following individuals are invited to submit an application for the Ken Gillaspie Legacy Fund Scholarship: 1) CFP® certificants and designees, 2) Students enrolled in a qualified CFP® program, 3) CFP® program directors and instructors, 4) 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.

For complete details and to access the application, please view the scholarship announcement.

Posted 04/17/2017
"Fundamentals of Financial Life Planning" Training in Portland OR, June 28-30, 2017!

Money Quotient's "Fundamentals of Financial Life Planning" training will be held in Portland, Oregon this summer! This three-day event is scheduled for June 28-30, 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.

CLICK HERE FOR MORE DETAILS!

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