Money Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.

Our research-based 5-E Financial Life Planning process and training creates a foundation for meaningful dialogue, and provides a robust model for delivering personalized financial advice that nurtures trust-based client relationships.

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IQ + EQ = MQ

Money Quotient focuses on both the practical and emotional factors that either enhance or hinder financial satisfaction and quality of life. According to our underlying philosophy, an individual’s “true wealth” (MQ) is comprised of two essential components: financial knowledge (IQ) and emotional intelligence (EQ).

Therefore, rather than using net worth as a snapshot of financial status, we take a more holistic approach to measuring financial health and maximizing quality of life.

With this goal in mind, we have created a distinctive 5-E Financial Life Planning Process for nurturing successful client relationships.

In addition, we support your implementation success by providing

  1. individualized consultations,

  2. a library of practice management resources,

  3. frequent continuing education opportunities, and

  4. access to a community of like-minded professionals.

Why + How + What

WHY:  We believe a values-based, life-centered approach to financial planning engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives.

HOW:  As a non-profit 501(c)(3) organization focused on education and research, our mission is to facilitate the exploration and implementation of a holistic process for delivering superior financial services and advice.

WHAT:  To this end, we develop Financial Life Planning tools and training for professionals like you who truly want to make a difference in the lives of their clients.

In addition, our 5-E Model for Financial Life Planning will help you get to the heart of your client's values and priorities, establish meaningful financial and life goals, and create an effective and inspiring decision-making framework.

This practical process will also differentiate your practice, nurture long-term client relationships, and guide productive and mutually satisfying financial planning meetings.

Our practical process and life-centered materials will help you get to the heart of your clients' values and priorities, and create a framework to align your financial advice with their life goals.

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From the Blog

Know Thy Client

In our work with financial planners, we frequently make the point that a successful practice is built on knowing and understanding their clients.  We also emphasize that this objective can only be met through adopting the intention of getting in touch with each client’s unique frame of reference.  The reason this is so important is that […]

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Five Trends will Redefine Retirement for Your Clients

Life is a continuum—an accumulation of experiences that shape how we view ourselves, our families, and our world.  And, when we reflect on these experiences, we come to realize that our lives have been and will be permeated by change.   Of course, the same is true for your clients as well.  Therefore, it is […]

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