Additional Modules for Licensing Levels 2, 3, and 4

 

First Step Cash Management System


The First Step Cash Management system is web-based software licensed through Money Quotient that provides clients with a simple and user-friendly method for managing cash flow, reducing debt, and increasing savings. The First Step Cash Management system includes:

To learn more about First Step, click here.


Article Library


 

Customized Newsletter & Article Library


 

Life Transitions Worksheets & Workbook Generator


Note: The Life Transitions Worksheets and Workbook Generator are automatically included in Level 4 at no additional charge.

 

Designing Your Life in Retirement Workbook: Practitioner Option

(for client meetings & one-on-one coaching)


 

No Rules Retirement Workbook: Practitioner Option

(for client meetings & one-on-one coaching)


 

M.Q. Self-Assessment & Raise Your M.Q. Workbook: Practitioner Option

(for client meetings & one-on-one coaching)


Note: The M.Q. Self-Assessment & Raise Your M.Q. Workbook are automatically included in Level 4 at no additional charge.


Workshops: Presenter Option

(for educational workshop presentations)


Once you have added any of the above three workbooks (Designing Your Life in Retirement, No Rules Retirement, or M.Q. Self-Assessment/Raise Your M.Q. Workbook) to your tools licensing agreement, you also have the option of purchasing the following items to assist you in preparing and presenting educational workshops:


Where to go next:

Return to Licensing Level Descriptions

Fees for All Licensing Levels and Additional Modules

To request that information about the M.Q. Licensing Opportunities and Fee Structure be e-mailed to you and/or to contact Money Quotient with questions, click here.