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 5/9/2015
"First Step in Action" Webinar with Steve Demaray!

Interested in learning more about the First Step Cash Management System™? Join us for our "First Step in Action" webinar, Thursday, June 11 from 10:30AM-11:30AM PDT / 1:30PM-2:30PM EDT. The "First Step in Action" webinar series provides the opportunity to hear how other financial planners are utilizing First Step. In this session, you will hear Veteran Licensee, Steve Demaray, B. Comm, CFP®, a Personal Money Coach in Ontario, Canada. Steve describes the focus of his presentation in this way: "The goal of the webinar is to provide participants with insight into the uniqueness and opportunity I believe First Step represents by sharing why I chose First Step as the cash management platform for my Money Coaching business. I will also discuss how I integrate First Step with other Money Quotient tools, who I coach, what I charge, and my marketing strategy." For complete details, please view the event announcement.

This webinar session is FREE for current M.Q. Licensees (Financial Life Planning Tools, Purpose-Based Planning™ Tools, and First Step Cash Management System™). The fee for Non-Licensees to attend is $50.00. (Those non-Licensees who choose to license First Step within 30 days of attending the webinar will receive a credit of $50.00 toward licensing fees).

Licensee Registration

Non-Licensee Registration

Posted 5/5/2015
Summer "Fundamentals of Financial Life Planning" Training!

Money Quotient's "Fundamentals of Financial Life Planning" training is returning to Portland, Oregon in this summer! This three-day event is scheduled for August 24-26, and will feature our new training model! 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 4/20/2015
"Empowering Change" Advanced Training in October!

Immediately preceding the "M.Q. Gathering," we will host a powerful advanced training co-facilitated by Money Quotient Founder and President, Carol Anderson, M.S., and Vice President, Amy N. Mullen. This unique M.Q. Learning Opportunity is designed specifically for M.Q. Licensees who have completed our "Fundamentals of Financial Life Planning" training or AssetMark "Purpose-Based Planning" course, and are seeking additional skills and mastery of concepts relating to a successful Financial Life Planning process.

In this two-day advanced training, we will take an in-depth look at the Money Quotient 5-E Model for Financial Life Planning. Each phase of this dynamic process—Explore, Engage, Envision, Enlighten, and Empower—plays an indispensable role in facilitating positive change in your clients' personal and financial lives.

The "Empowering Change" Advanced Training will take place in Portland, OR October 5th-6th.

For additional information, CLICK HERE to download the M.Q. Gathering Information Packet and refer to page 4. To register online, CLICK HERE!

Posted 4/6/2015
Registration Open for the "M.Q. Gathering"!

Registration is officially open for the inaugural M.Q. Gathering: "Financial Life Planning: Building the Bridge between Knowledge and Action"! The event will take place October 7-9 at the Kennedy School in Portland, Oregon.

This special event will be conducted in an all new format, new venue, and directed by YOU!  As a Financial Life Planner, what are the challenges you are experiencing?  What have been your successes?  How have you adapted the M.Q. processes to work effectively with multiple generations, grieving clients, and reserved or resistant personalities?  How do you get all members of your firm on board?  How has Financial Life Planning enriched the lives of your clients and your own?

Come prepared to work hard and drill down to the real issues and to uncover practical solutions.  Learn from your peers and share your own knowledge and experience!  For complete details, download the Info Packet.


Posted 3/2/2015
Announcing a New Event - The M.Q. Gathering!

Money Quotient is excited to announce our first biennial "M.Q. Gathering - "Financial Life Planning: Building the Bridge between Knowledge and Action!" Participants at the 2014 "M.Q. Retreat" were passionate about the high value they place on being able to share time with like-minded professionals and asked that we bring the M.Q. Community together on an annual basis.

The "M.Q. Gathering" will allow M.Q. Community members to connect and share their knowledge and wisdom on non-Retreat years! This special event will be conducted in an all new format, new venue, and directed by YOU! 

Come prepared to work hard and drill down to the real issues and to uncover practical solutions.  Learn from your peers and share your own knowledge and experience.  The "M.Q. Gathering" will take place Ocotber 7-9 at the Kennedy School in Portland, Oregon. Enjoy a unique Portlandia venue that is conducive to fun and frivolity as well as rich and meaningful conversations.

Complete details and registration coming soon!

RSS Feed