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 06/15/2017
"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.

CLICK HERE FOR MORE DETAILS!

Posted 06/06/2017
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 6/6/2017
MQ "Licensee Update" Webinar - July 6, 2017

It's that time of year again MQ Licensees!  Get all the latest happenings in the Money Quotient world at our webinar July 6th!

OPEN TO MQ LICENSEES ONLY!

DATE:  JULY 6, 2017

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

CLICK HERE FOR MORE DETAILS!

Posted 6/1/2017
"From Personality to Saving Behavior: Bridging the Saving Gap" Webinar June 26, 2017

We are excited to welcome one of our Retreat speakers back for this webinar, Sarah Asebedo, Ph.D, CFP®.  Sarah will provide an overview of the “Big Five” personality traits and what they mean for saving success.

CLICK HERE FOR MORE DETAILS

Posted 05/23/2017
2017 Ken Gillaspie Scholarship application now available!

Applications are currently available for the 2017 Ken Gillaspie Legacy Fund Scholarship. The application deadline is Friday, June 30.

The 2017 Ken Gillaspie Legacy Fund Scholarship recipient will be invited to participate in the 3-day "Fundamentals of Financial Life Planning" training session held September 12-14 in Portland, Oregon. The scholarship will cover the full tuition and up to $1,000 in related transportation, lodging, and food expenses.

The following individuals are invited to submit an application for the Ken Gillaspie Legacy Fund Scholarship: 1) CFP® certificants and designees, 2) Students enrolled in a qualified CFP® program, 3) CFP® program directors and instructors, 4) Members of the Financial Planning Association. To be eligible for selection, applicants must not have previously attended the Money Quotient "Fundamentals of Financial Life Planning" Training course.

For complete details and to access the application, please view the scholarship announcement.

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