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 8/15/2017
"MQ Licensee Open Forum" Webinar - August 16, 2017

MQ Vice President, Amy Mullen, CFP®, and a Veteran MQ Licensee to be announced soon, will be diving into the topic "Direct the Rider." This is the first of a three part series on the metaphor
of the elephant and the rider.


Date: Wednesday, August 16, 2017

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

Click HERE for more details! 

Posted 8/15/2017
"Creating an Effective Goal Setting Process" Webinar - September 27, 2017

1 CEU Credit Pending Acceptance!! In this educational webinar, Amy Mullen, CFP® will discuss ways to use the MQ tools & resources to create a goal setting process that is engaging, enjoyable, and leads to meaningful goals that result in a strong motivation to implement recommended financial strategies

Free and open to MQ Licensees ONLY!

Wednesday, September 27, 2017 / 11:00am PDT / 2:00pm EDT

Click HERE for more details!

Posted 8/3/2017
"First Step Training" Webinar Series

The "First Step Training" webinars will enhance your understanding of the cash flow management concept, discuss the ways in which the Financial Life Planning approach and First Step complement one another, and provide you with guidance around introducing and using the system with your clients. The webinar series consists of two 90-minute training webinars. There is time between the sessions to allow you to complete homework and gain hands-on experience with the First Step Cash Management System™.


Part 1: Tuesday August 8, 2017, 10:30am PDT-12:00pm PDT

Part 2: Tuesday September 5, 2017, 10:30am PDT-12:00pm PDT


Posted 8/2/2017
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

The MQ Gathering is a structured event that will use highly effective methods to harness the collective wisdom of the participants. The MQ Gathering will be driven by facilitated group discussions and exercises that will allow you to tap into the bounty of expert knowledge and innovative thinking that is synonymous with the MQ Community. This conversation-driven group process fosters conditions that lead to deep insights, meaningful results, and action plans--also known as collective sense-making 

Click HERE for more details!

Posted 07/27/2017
"Fundamentals of Financial Life Planning" Training in Portland OR, September 12-14, 2017!

Say good bye to summer here in Portland, Oregon at Money Quotient's "Fundamentals of Financial Life Planning" training!  This three-day event is scheduled for September 12-14, 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.


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