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 9/22/2016
2016 Money Quotient Retreat in Portland, Oregon!

EARLYBIRD DEADLINE IS SEPTEMBER 30TH!!

2016 is an MQ Retreat year!! Money Quotient holds a Retreat every other year to bring together members of the MQ Community. The Retreat offers a unique opportunity to explore the depth and breadth of life-centered, values-based financial planning.  This year's theme is "Defining and Designing Your Unique Financial Life Planning Practice."  Special Early Bird pricing ends September 30th so register now!

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

REGISTER NOW!!

 

Posted 9/22/2016
December "Fundamentals of Financial Life Planning" training in Portland, OR

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 9/22/2016
"MQ Licensee Open Forum" Webinar September 27, 2016!

During our September "MQ Licensee Open Forum" we will hear from MQ Vice President, Amy Mullen, and Veteran MQ 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 MQ LICENSEES ONLY!!

TUESDAY SEPTEMBER 27, 2016

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

REGISTER NOW!!  

Posted 9/22/2016
Celebration Dinner, The Village Ballroom, Portland OR

The Celebration Dinner will take place the opening night of the MQ Retreat, Thursday, November 3rd.  The Celebration Dinner is always a highlight of the Retreat!  It is a time to partake in delicious food and wine and enjoy conversation with like-minded colleagues.  Each year special musical entertainment enhances the lively atmosphere.  This year's dinner will take place at The Village Ballroom, located in the Woodlawn neighborhood a few blocks from the Kennedy School.

Thursday November 3, 2016, 5:30 pm 

REGISTER HERE!!

Posted 9/13/2016
"Working with Couples: How New Research in Financial Therapy Can Inform Your Practice"

Join us for a preview of things to come at the MQ Retreat in this webinar with Megan Ford, M.S., LMFT.  Megan will be sharing research she has been doing alongside John Grable, a speaker at our upcoming MQ Retreat. 

Event: "Working with Couples: How New Research in Financial Therapy Can Inform Your Practice" Webinar

Presenter: Megan Ford, M.S., LMFT

Date & Time: September 20, 2016 / 11:00am-12:00pm PDT / 2:00pm-3:00pm EDT 

Free for MQ Licencees:  REGISTER HERE!!

$35 fee for Non Licensees:  REGISTER HERE!!

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