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 6/24/2016
Amy Mullen guest on "The 5-E Model of Financial Planning" webinar

M.Q. Vice President, Amy Mullen, will be the speaker for this Financial Therapy Association webinar.  It will take place July 1, 2016 at 8 am PDT/11am EDT.  This webinar will provide an overview of the 5-E Model of Financial Life Planning – a multidisciplinary, research-based approach to delivering financial planning services to individuals and families. Each phase of this dynamic process – Explore, Engage, Envision, Enlighten, and Empower – plays an indispensable role in facilitating positive change in clients’ personal and financial lives. An introduction to the academic theories and research that have shaped the 5-E model will also be included in this webinar, as well as the opportunity to experience and discuss a variety of tools.

REGISTER NOW!!

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 5/10/2016
"M.Q. Licensee Update Webinar" - June 30, 2016

NEW DATE: JUNE 30!! Please join us as Money Quotient President and CEO Carol Anderson and Vice President Amy Mullen, announce new developments and discuss new offerings available to the M.Q. Community. 

REGISTER NOW!!

Posted 4/26/2016
"M.Q. Licensee Open Forum Webinar" June 28, 2016!!

During our June "M.Q. Licensee Open Forum" we will hear from M.Q. Vice President, Amy Mullen, and Veteran M.Q. Licensee, Cicily Maton, on navigating difficult conversations and sensitive issues. 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 JUNE 28, 2016
11:00AM-12:00PM PDT / 2:00PM-3:00PM EDT

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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