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 7/1/2016
"M.Q. In Action" Webinar August 3, 2016

The "M.Q. in Action" series provides the opportunity to hear how other financial planners are utilizing the Money Quotient materials. Sessions are presented by Veteran Money Quotient Licensees. The Veteran Licensees describe the processes they used to integrate the M.Q. tools and materials into their practice and share their unique experiences and expertise. Sessions conclude with an open forum for questions.  The veteran for this session will be announced soon!!

FREE FOR M.Q. LICENSEES: Register Now!!

$50 FEE FOR NON LICENSEES: Register Now!! 

Wednesday, August 3 2016

10:00 - 11:00 am PDT/1:00 - 2:00 pm EDT

Posted 7/1/2016
"Introduction to M.Q." Webinar - July 21, 2016

This webinar will provide an overview of Money Quotient, our philosophy, and the M.Q. 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 peek into how advisors implement the tools and resources into their client meetings.  Facilitated by Amy N. Mullen and Kelly Wilkerson.

This webinar is FREE and open to EVERYONE!!

Thursday July 21, 2016

10:00 - 11:00am PDT/1:00 - 2:00pm EDT

Register Here!!

 

 

Posted 7/1/2016
"M.Q. Open Forum" Webinar July 13, 2016

Our July "MQ Open Forum Licensee" webinar will get back to the basics of using the MQ tools to facilitate client conversations and build trust between advisor and client. MQ Vice President, Amy Mullen, will share ways advisors are making the most of the MQ tools and how they overcome challenges in implementing Money Quotient into their practice.  A Q&A session will follow so take advantage of this opportunity to talk with Amy about any questions or challenges you have faced.

This webinar is open to M.Q. Licensees ONLY!!

Wednesday July 13, 2016

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

Register Here!! 

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 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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