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 02/08/2017
"7 Steps to Protect Yourself, Your Practice, and Your Clients Who Have Diminished Mental Capacity"

1 CEU Credit Pending Acceptance!! Bob Mauterstock, CFP®, presents this valuable information in his field of study. We enjoyed his presentation at the 2016 MQ Retreat and look forward to hearing more from Bob!

Tuesday, February 21, 2017 / 10:00am PST / 1:00pm EST

Click HERE for more details!

Posted 2/8/2017
2017 MQ Gathering in Portland, OR

Mark the dates on your calendar for our 2017 MQ Gathering!  Details and registration coming soon!!

Posted 2/8/2017
"MQ in Action" Webinar - March 16, 2017!

The "MQ in Action" series provides the opportunity to hear how other financial planners are utilizing the Money Quotient materials. Each session features Veteran Money Quotient Licensees sharing their unique expertise and approach to using the MQ materials. The session concludes with an open forum for questions.

In this "MQ in Action" webinar, we will hear from Veteran Licensees Lauren Grove, CFP®, and Yusuf Abudideiri, CFP®.  They will discuss how they started using the MQ tools, share some of their learning curve insights, and provide an overview of their current customized client engagement model.

THURSDAY MARCH 16, 2017

11:00AM-12:00PM PST / 2:00PM-3:00PM EST

Click HERE for more details!

 

Posted 2/2/2017
"MQ Licensee Open Forum" Webinar February 28, 2017!

In our February "MQ Licensee Open Forum" webinar, MQ Vice President, Amy Mullen, and Veteran MQ Licensee, Michelle Maton, CFP®, will focus on how to create the glide path for deeper client conversations using the MQ tools. They will discuss client meeting templates, sequencing of tools, and how it can work in your practice.

THIS WEBINAR IS FREE AND OPEN TO MQ LICENSEES ONLY!!

TUESDAY FEBRUARY 28, 2017

1:00PM-2:00PM PST / 4:00PM-5:00PM EST

CLICK HERE FOR MORE DETAILS!

Posted 02/01/2017
"Fundamentals of Financial Life Planning" Training in Portland OR!!

Money Quotient's "Fundamentals of Financial Life Planning" training will be held in Portland, Oregon this fall! This three-day event is scheduled for March 8-10, 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.

MARCH "FFLP" INFO PACKET

MARCH "FFLP" FACT SHEET  

CLICK HERE FOR MORE DETAILS!

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