Money Quotient Advisor Search

This directory is reserved for financial advisors and other professionals who have invested in Money Quotient education and training in order to better serve their clients’ needs and aspirations. 
 
In addition to contact information provided for each advisor, you can click on “View Qualifications” for a snapshot of MQ training, commitment, and participation.  
 
Green stars indicate the individuals who have submitted an application for review and have qualified for an MQ Endorsement.  This select group of advisors have demonstrated their commitment to consistently integrate MQ Financial Life Planning tools and processes into their client meeting schedules and presentations.

Brent Hamilton, CFP®, EA 4

WBH Financial Services View Qualifications

Address: 4500 Kruse Way, Suite 130, Lake Oswego, OR 97035 United States
Phone: 503.699.9200
Email: brent@wbhfinancialservices.com
Website: http://www.wbhfinancialservices.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

Cicily Maton, CFP® 4

The Planning Center, Inc View Qualifications

Address: 303 West Erie, Suite 311, Chicago, IL 60610 United States
Phone: 312.664.4090
Fax: 312.664.9709
Email: cicily@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • M.Q. Endorsement Level 3 Info

David Yeske, CFP® 4

Yeske Buie, Inc. View Qualifications

Address: 220 Montgomery Street, Suite 900, San Francisco, CA 94104 United States
Phone: 415.956.9686
Fax: 866.549.4990
Email: dave@yebu.com
Website: http://www.yebu.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • Money Quotient Retreat 2012 Info

Elissa Buie, CFP® 4

Yeske Buie, Inc. View Qualifications

Address: 301 Maple Avenue West, Suite 600, Vienna, VA 22180 United States
Phone: 703.538.2116
Fax: 866.549.4990
Email: elissa@yebu.com
Website: http://www.yebu.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • Money Quotient Retreat 2012 Info

Emilie Goldman, CFA, CFP® 4

Tamarind Financial Planning View Qualifications

Address: 951 Mariners Island Blvd, Suite 300 , San Mateo, CA 94404 United States
Phone: 650.378.1488
Fax: 650.362.2499
Email: emilie@tamarindfinancial.com
Website: http://www.tamarindfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2014 Info

Evor Vattuone 3

CFP, Certified Fund Specialist Aspire Planning Associates View Qualifications

Address: 1535 North Main Street, Suite 210, Walnut Creek, CA 94596 United States
Phone: 925.938.2023
Fax: 925.938.3780
Email: evor@aspire-planning.com
Website: http://www.aspire-planning.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 2 Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Empowering Change Info

Georgia Lee Hussey, CFP® 2

President Modernist Financial View Qualifications

Address: 707 SW Washington Street Suite 910, Portland, OR 97205 United States
Phone: 971.544.7417
Fax: 503.966.7832
Email: team@modernistfinancial.com
Website: http://www.modernistfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 1 Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2014 Info

Jason A. Smith, CFP® 3

Hausman Advisors View Qualifications

Address: P.O. Box 1788, Hood River, OR 97031 United States
Phone: 503.922.3010
Email: jason@hausmanadvisors.com
Website: http://www.hausmanadvisors.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 2 Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info

Jeffrey Wheeler, JD 4

the wealth collaborative, Inc. View Qualifications

Address: 30699 Russell Ranch Road, Suite 185, Westlake Village, CA 91362 United States
Phone: 818.577.1161
Fax: 818.444.7985
Email: jwheeler@thewealthcollaborative.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • Veteran M.Q. Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info

Johnny Roland, CFP®, EA 3

Financial Planner, Aspire Planning Associates View Qualifications

Address: 1535 North Main Street, Suite 210, Walnut Creek, CA 94596 United States
Phone: 925.588.7092
Fax: 925.938.3780
Email: johnny@aspire-planning.com
Website: http://www.aspire-planning.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 2 Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Empowering Change Info
  • Money Quotient Retreat 2014 Info

Michael Kay, CFP®, CPA 4

Financial Life Focus View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039-4903 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: mkay@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • Veteran M.Q. Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Empowering Change Info
  • Money Quotient Retreat 2006 Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

Michelle Maton, CFP®, EA, RLP® 4

The Planning Center, Inc View Qualifications

Address: 303 West Erie, Suite 311, Chicago, IL 60654 United States
Phone: 312.664.4090
Fax: 312.664.9709
Email: michelle@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2005 Info
  • Money Quotient Retreat 2006 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info
  • M.Q. Endorsement Level 3 Info

Tanya Steinhofer 2

Principal Redwood Grove Wealth Management View Qualifications

Address: 100 Larkspur Landing, Suite 110, Larkspur, CA 94939 United States
Phone: 415-516-3380
Fax: N/A
Email: tanya@redwoodgrovewm.com
Website: http://www.redwoodgrovewm.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 1 Info
  • In-Depth Data Gathering & Goal Setting Info

Vishal Dhawan 2

Plan Ahead Wealth Advisors Pvt Ltd View Qualifications

Address: A-401, Fairlink Centre, Off Andheri Link Road, Andheri (West), Mumbai, Maharashtra, 400058 India
Phone: 91 900 468 7526
Email: vishal@planaheadindia.com
Website: http://www.planahead.in
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 1 Info
  • In-Depth Data Gathering Info

William D. Pitney, MBA, CFP®,CeFT® 2

Financial Focus Engineer and Coach Focus YOU View Qualifications

Address: 16170 S. Amphlett Blvd., Ste 214-49, San Mateo, CA 94402 United States
Phone: 650.684.1199
Fax: 877.410.0748
Email: info@focusyou.com
Website: http://www.focusyou.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 1 Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Aaron Lieberman, CFP®

Managing Director Marathon Wealth Management, Inc. View Qualifications

Address: 534 Broadhollow Road, Suite #420 , Melville, NY 11747 USA
Phone: 631.760.8385
Fax: 631.760.8391
Email: aaron@marathonwealth.net
Website: http://www.marathonwealth.net
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Alan P. Weiss, CFP®, CPA

Regent Wealth Management Group View Qualifications

Address: One Bradley Road, Suite 902, Woodbridge, CT 06525 United States
Phone: 203.387.7887
Fax: 203.387.7478
Email: alan@regentwealth.com
Website: http://www.regentwealth.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2014 Info

Amy Mullen, CFP®

Vice President Money Quotient

Address: 1045 NE Oneonta St., Portland, OR 97211 United States
Phone: 360-697-4561
Fax: 888-842-8435
Email: amy@moneyquotient.org
Website: http://www.moneyquotient.org

Andrew Mohrmann

Modern Dollar Planning View Qualifications

Address: 20 S. Sarah Street, St. Louis, MO 63108 USA
Phone: 314. 827.5852
Email: andrew@modern-dollar.com
Website: http://www.modern-dollar.com
  • First Step Cash Management System™ Info

Anne B. Johnston, CFP®

UBS Financial Services View Qualifications

Address: 131 South Rodeo Drive, Suite 300, Beverly Hills, CA 90212 United States
Phone: 310.859.5495
Fax: 855.878.2002
Email: anne.johnston@ubs.com
Website: http://www.ubs.com/fa/annejohnston
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2014 Info

Annette Brinton, CFP®

Senior Wealth Manager Waypoint Wealth Partners View Qualifications

Address: 595 Market St., Suite 2550, San Francisco, CA 94105 United States
Phone: 877.768.4802
Fax: 415.530.2605
Email: annette@waypointwp.com
Website: http://www.waypointwp.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Annie Book, CLTC

North Star Resource Group View Qualifications

Address: 6500 SW Macadam Ave, Suite 375, Portland, OR 97239 United States
Phone: 503.423.2737
Email: annie.book@northstarfinancial.com
Website: http://www.northstarfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info

Barbara Whitson Kirby, CFP®

Focus Financial Network View Qualifications

Address: 1300 Godward St NE, Suite 5500, Minneapolis, MN 55413 United States
Phone: 651.379.3942
Fax: 651.631.1139
Email: bkirby@focusfinancial.com
Website: http://www.focusfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • Veteran M.Q. Financial Life Planner Info

Benjamin Gilbert, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison Street, Suite 610, Portland, OR 97206 United States
Phone: 503.242.1715
Email: ben@silveroak.net
Website: http://www.silveroak.net
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Beth McClelland, MBA

Principal Lamorinda Financial Planning View Qualifications

Address: 1062 Via Alta, Lafayette, CA 94549 United States
Phone: 925.876.7668
Email: beth@lamorindafinplan.com
Website: http://www.lamorindafinplan.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info

Bob Bedritis

Managing Partner Oswego Wealth Management, Inc View Qualifications

Address: 5285 Meadows Road, Suite 355, Lake Oswego, OR 97035 United States
Phone: 503.342-2249
Fax: 877.335.8767
Email: bob@oswegowealth.com
Website: http://www.oswegowealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Bonnie Suveerachaimontian, MSFP, EA

View Qualifications

Address: 600 California St. 11th Floor, San Francisco, CA 94109 United States
Phone: 415-533-6793
Email: Bsuveera@yahoo.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Brad Michels CFP®,OPFC

Financial Architects, Inc View Qualifications

Address: 4350 Brownsboro Rd., Ste 110, Louisville, KY 40207 United States
Phone: 502.589.1772
Email: bmichels@wealthcarecapital.com
Website: http://www.lifetimesolution.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info

Brent Hunsberger, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison Street, Suite 610, Portland, OR 97205 United States
Phone: 503.242.1715
Fax: 503.242.1808
Email: brent@silveroak.net
Website: http://www.silveroak.net
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Brian Bishop, CFP®, CPA/PFS

President & Wealth Advisor Bishop Financial Advisors View Qualifications

Address: 591 Boston Mills Road, Suite 500, Hudson, OH 44236 United States
Phone: 330.342.4080
Fax: 330.342.4084
Email: brian@bishopfinancialadvisors.com
Website: http://www.bishopfinancialadvisors.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Brian W. Lahr

President One Life Financial Group, Inc. View Qualifications

Address: 6922 125th Street North, White Bear Lake, MN 55110 United States
Phone: 763-251-8363
Fax: 612-395-5489
Email: blahr@onelifefg.com
Website: http://www.onelifefg.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info

Caleb Brown

New Planner Recruiting View Qualifications

Address: 1860 Barnett Shoals Rd, Suite 103,PMB 445, Athens, GA 30605 USA
Phone: 888.666.1021
Fax: 888.666.1022
Email: cbrown@newplannerrecruiting.com
Website: http://www.newplannerrecruiting.com/
  • In-Depth Data Gathering Info

Candice McGarvey

Her Dollars Finacial Coaching View Qualifications

Address: 12173 Point Placid Dr., Midlothian, VA 23112 USA
Phone: 703.402.8610
Email: candice@herdollars.com
  • First Step Cash Management System™ Info

Chad Staskal, CFP®, ChFC, CLU

President Eagle Wealth Management View Qualifications

Address: 525 NE Greenwood Avenue, Bend, OR 97701 United States
Phone: 541.330.0220
Fax: 541-330-0230
Email: chad@myeaglewealth.com
Website: http://www.myeaglewealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Chris Haviaris CPA, CFP®

TTR Wealth Partners, LLC View Qualifications

Address: PO Box 928 , Pearl River, NY 10965 USA
Phone: 845.620.0032
Fax: 845.875.9794
Email: chris@ttr-wealth.com
Website: http://www.chrishaviaris.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Christopher Girbes-Pierce

Enlightened Wealth Management, LLC View Qualifications

Address: 520 Broadway, 2nd Floor, Santa Monica, CA 90401 USA
Phone: 310.975.7073
Email: chris@enlightenedwm.com
Website: http://www.enlightenedwm.com/
  • First Step Cash Management System™ Info

Clari Nolet

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 6503259044
Fax: 6503259044
Email: clari@wealtharchitects.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Clint Wondra, CFP®, CPA/PFS

Paula Hogan View Qualifications

Address: 250 West Coventry Court, Suite 202, Milwaukee, WI 53217 United States
Phone: 414.352.9111
Email: clint.wondra@paulahogan.com
Website: http://www.paulahogan.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Courtney Ranstrom

Trailhead Planners View Qualifications

Address: 314 NE 19th Ave, Portland, OR 97232 USA
Phone: 503-773-9682
Email: courtney@trailheadplanners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Craig Childress, CFP®, ChFC, CLU

Managing Partner Oswego Wealth Management, Inc View Qualifications

Address: 5285 Meadows Road, Suite 355, Lake Oswego, OR 97035 United States
Phone: 503.342.2249
Fax: 877.335.8767
Email: craig@oswegowealth.com
Website: http://www.oswegowealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Danielle Howard, CFP®

Wealth By Design View Qualifications

Address: 23300 Two Rivers Road, Suite 34, Basalt, CO 81621 United States
Phone: 970.927.3909
Fax: 970.927.7643
Email: danielle@wbd4u.com
Website: http://www.WealthByDesign4U.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info
  • Veteran M.Q. Financial Life Planner Info

David Riback

Managing Partner Oswego Wealth Management, Inc View Qualifications

Address: 5285 Meadows Road, Suite 355, Lake Oswego, OR 97035 United States
Phone: 503.342.2249
Fax: 877.335.8767
Email: dave@oswegowealth.com
Website: http://www.oswegowealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Don Martin, CFP®

Family Financial Officer Horizon Advisors View Qualifications

Address: 2945 Townsgate Road, Suite 200, Westlake Village, CA 91361 United States
Phone: 818.772.2200
Fax: 818. 232.9139
Email: don@horizonadvisorsla.com
Website: http://www.horizonadvisorsla.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Elisa M Ordona CFP®

Vestnomics Wealth Management View Qualifications

Address: 65 West Hamilton Ave. Suite 2, Campbell, CA 95008 United States
Phone: 4083356326
Fax: 6694007480
Email: elisa@vestnomcis.com
Website: http://www.vestnomics.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Elizabeth Revenko, MA, MBA, CFP®

Senior Financial Planner Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.1952
Fax: 415.788.7105
Email: Liz@MosaicFP.com
Website: http://www.MosaicFP.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Eric Kies, CFP®, AIFA, CRPS

The Planning Center View Qualifications

Address: 1615 5th Avenue, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: eric@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Evan Shorten, CFP®

President and Founder Paragon Financial Partners View Qualifications

Address: 1901 Avenue of the Stars, 2nd Floor , Los Angeles, CA 90067 United States
Phone: 310.557.1515
Email: evan@paragonfinancialpartners.com
Website: http://www.paragonfinancialpartners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Veteran M.Q. Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info

Frank Pare

PF Wealth Management Group, LLC View Qualifications

Address: 1999 Harrison Street, Ste 1650, Oakland, CA 94612 USA
Phone: 510.986.0598
Email: frank@pfwealthgroup.com
  • First Step Cash Management System™ Info

Fritz Brauner

President The Brauner Company View Qualifications

Address: 333 Twin Dolphin Dr., Ste 225, Redwood City, CA 94065 United States
Phone: 650.574.0800
Fax: 650.574.7282
Email: fritz@braunercompany.com
Website: http://www.braunercompany.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2014 Info

Geoffrey Zimmerman, CFP®

Senior Advisor Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th floor, San Francisco, CA 94108 United States
Phone: 415.788.7105
Fax: 415.788.1952
Email: Geoff@MosaicFP.com
Website: http://www.mosaicfp.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Giff Lehman, CFP®, MBA

Integris Wealth Management View Qualifications

Address: 456 Washington Street, Monterey, CA 93940 United States
Phone: 831.620.1717
Fax: 831.333.1713
Email: giff@integriswealth.com
Website: http://www.integriswealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Gregg Clarke, CFP®

Meritas Wealth Management, LLC View Qualifications

Address: 100 Larkspur Landing Circle, Suite #110, Larkspur, CA 94939 United States
Phone: 415.300.4560
Fax: 415.461.4022
Email: gregg@meritaswealth.com
Website: http://www.meritaswealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Hans Manseth, CFP®

Investment adviser Representative Equity Services, Inc. View Qualifications

Address: 825 NE Multnomah, Suite 1150, Portland, OR 97232-2170 United States
Phone: 503.227.4817 xt3033
Fax: 503.227.0971
Email: hans@hjamfinancial.com
Website: http://www.equity-services.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Harry Scheyer, CPA/PFS, CFP, CExP

Principal Member RTD Financial Advisors, LLC View Qualifications

Address: 1820 Chapel Ave. West Suite 160, Cherry Hill, NJ 08003 United States
Phone: 856.797.8082
Email: hscheyer@rtdfinancial.com
Website: http://www.rtdfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Holly Gillian Kindel, CLU, CPCC, CFP®, FBSTM

Advisor Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th floor, San Francisco, CA 94108 United States
Phone: 415.788.7105
Fax: 415.788.1952
Email: Holly@MosaicFP.com
Website: http://www.mosaicfp.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Hugues Rivard, CFP®

Financial Life Focus View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039-4903 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: hrivard@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info
  • Veteran M.Q. Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Empowering Change Info
  • Money Quotient Retreat 2006 Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

Iris Nguyen

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 6503259044
Fax: 6503259044
Email: iris@wealtharchitects.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

J.J. Sessions

The Planning Center, Inc View Qualifications

Address: 7084 E. Fish Lake Road, Osseo, MN 55311 United States
Phone: 763.494.0095
Fax: 763.374-8874
Email: JJ@theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Jamie

Address:
Phone:
Email: jamie@7azwebdesign.com

Jamie Bosse, CFP® RFC

Financial Planner KHC Wealth Management Services View Qualifications

Address: 10000 College Blvd., Ste. 260, Overland Park, KS 66210 United States
Phone: 913.345.1881
Fax: 913.345.1810
Email: jbosse@makinglifecount.com
Website: http://www.makinglifecount.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Jeff Ashford, CFP®

Access Financial Resources, Inc. View Qualifications

Address: 3621 NW 63rd, Suite A-1, Oklahoma City, OK 73116 United States
Phone: 405.848.9826 ext. 312
Email: jeff@afradvice.com
Website: http://www.afradvice.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info

Jeff Newburn, CFP®

Plan 2 Thrive Financial Services View Qualifications

Address: 201 W 2nd Street, Suite 700, Davenport, IA 52801 United States
Phone: 563.210.4040
Fax: 563.323.5920
Email: jeff@plan2thrivefinancialservices.com
Website: http://www.plan2thrivefinancialservices.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2014 Info

Jeremy Kisner

Planning Great Retirements View Qualifications

Address: 2425 E. Camelback Rd., Suite 890, Phoenix, AZ 85016 USA
Phone: (480) 272-7116 x85016
Email: jeremy@jeremykisner.com
Website: http://jeremykisner.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Jeremy Levinn, CFP®

Financial Life Focus View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: jlevinn@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info

Jerry Todd, MBA, AIF

Wealth Manager Engage Retirement View Qualifications

Address: 1720 Louisiana Blvd NE, Ste 300, Albuquerque, NM 87110 United States
Phone: 505.268.2052
Fax: 505.266.6165
Email: jtodd@engageretirement.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Jessi Chadd, CFP®, M.S.F.S.

KHC Wealth Management Services View Qualifications

Address: 10000 College Boulevard, Suite 260, Overland Park, KS 66210 United States
Phone: 913.345.1881
Email: jsumner@makinglifecount.com
Website: http://www.makinglifecount.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Jessica M. Howe, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison Street, Suite 610, Portland, OR 97205 United States
Phone: 503.242.1715
Email: jessi@silveroak.net
Website: http://www.silveroak.net
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Jill Boynton, CFP®

Cornerstone Financial Planning View Qualifications

Address: 70 Old Post Road, Newington, NH 03801 United States
Phone: 603.431.1133
Email: jill@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Jim Miller

Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market Street, South Burlington, VT 05403 USA
Phone: (802) 660-7086
Email: jim@pathwayadvisors.com
Website: http://www.pathwayadvisors.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Joan Gilles, CRPC, CLU, ChFC

Financial Advisor & Coach Financial Planning Partners View Qualifications

Address: 701 4th Avenue South, Suite 1500, Minneapolis, MN 55415 United States
Phone: 612.436.3733
Fax: 612 313-7474
Email: jgilles@financialplanpartners.com
Website: http://www.financialplanpartners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info

Joe Morgan, CFA, CFP®

Principal JWM Wealth Management, LLC View Qualifications

Address: 9000 Crow Canyon Rd., Ste # S177, Danville, CA 94506 United States
Phone: 925.389.3889
Email: joe@jwmwealth.com
Website: http://www.JWMwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Joe Schmoe

Money Quotient

Address: 1045 NE Oneonta Street, Portland, OR 97211 United States
Phone: 360-697-4561
Fax: 360-697-7442
Email: joe@moneyquotient.org
Website: http://www.moneyquotient.org

John Corn

Buckingham Strategic Wealth View Qualifications

Address: 8182 Maryland Ave., Suite 500, St. Louis, MO 63105 United States
Phone: 3147432285
Fax: 3147432285
Email: jcorn@bamadvisor.com
Website: http://buckinghamadvisor.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

John S. Longstaff, CFP®

The Planning Center, Inc View Qualifications

Address: 215 West Fallbrook Avenue, Suite 121, Fresno, CA 93711 United States
Phone: 559.320.8200
Fax: 559.320.8278
Email: john@theplanningcenter.com
Website: http://www.beechwoodwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2012 Info

Joni Lindquist, MBA, CCMC

KHC Wealth Management Services View Qualifications

Address: 10000 College Blvd., Suite 206, Overland Park, KS 66210 United States
Phone: 913.345.1881
Fax: 913.345.1810
Email: jlindquist@makinglifecount.com
Website: http://www.makinglifecount.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Joseph Kuo, MBA, AIF

Wealth Manager Griffin Black, Inc View Qualifications

Address: 702 Marshall St. Ste 411, Redwood City, CA 94063 United States
Phone: 650.235.5847
Fax: 650.989.6766
Email: joseph@griffinblack.com
Website: http://www.griffinblack.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Josh Ackerman, CFP®

Context Financial, LLC View Qualifications

Address: 120 Kentucky Ave, Ste 120, Lexington, KY 40502 United States
Phone: 859.514.1999
Email: josh@contextfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Justin D. Krane, CFP®, CIMA®

President Krane Financial Solutions View Qualifications

Address: 11400 West Olympic Blvd, Suite 200 , Los Angeles, CA 90064 United States
Phone: 310.914.0128/800.506.6071
Fax: 888.556.8537
Email: justin@kranefinancialsolutions.com
Website: http://www.kranefinancialsolutions.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2014 Info

Justin Dumke

Financial Resource Services View Qualifications

Address: 4805 Stevens Drive, Hubertus, WI 53033 United States
Phone: 262.437.3202
Fax: 262.437.3203
Email: justin@frswealth.com
Website: http://www.frswealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Justus Morgan, CFP®, EA

Financial Service Group, Inc View Qualifications

Address: 4812 Northwestern Avenue, Racine, WI 53406 United States
Phone: 262.554.4500
Fax: 262.554.1907
Email: justus@toyourwealth.com
Website: http://www.toyourwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Kacy Gott

Meritas Wealth Management, LLC View Qualifications

Address: 100 Larkspur Landing Circle, Suite 110, Larkspur, CA 94939 United States
Phone: 415-300-4560
Fax: 415-461-4022
Email: kacy@meritaswealth.com
Website: http://www.meritaswealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Kathy Longo, CFP®, CAP, CDFA

Flourish Wealth Management View Qualifications

Address: 3300 Edinborough Way Suite 420, Edina, MN 55435 USA
Phone: (952) 392-4474
Email: klongo@flourishwm.com
Website: http://flourishwealthmanagement.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Kelly Stanley

The Cogent Advisor View Qualifications

Address: 233 S Wacker Dr., 84th Floor, Chicago, IL 60606 USA
Phone: (312) 382-8388
Fax: (312) 268-7210
Email: kelly@thecogentadvisor.com
Website: http://thecogentadvisor.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Ken Rosenbaum

Buckingham Strategic Wealth View Qualifications

Address: 8182 Maryland Avenue, Ste 500, St. Louis, MO 63105 USA
Phone: (314) 743-2257
Email: krosenbaum@bamadvisor.com
Website: http://buckinghamadvisor.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Kevin Moore, CFP®, AIF®

Co Founder & Principal Advisor I*Financial View Qualifications

Address: 1901 NW Military Hwy, Suite 102, San Antonio, TX 78213 United States
Phone: 210.342.4346
Fax: 210.308.6815
Email: Kevin@youandfinancial.com
Website: http://www.youandifinancial.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Veteran M.Q. Financial Life Planner Info

Kim Rosenberg

Financial Planning & Investment Advisor Rosenbaum Financial, LLC View Qualifications

Address: 150 SW Harrison Street, Suite 300, Portland, OR 97201 United States
Phone: 503.352.1001
Fax: 503.352.1301
Email: kim@rosenbaumfinancial.com
Website: http://www.rosenbaumfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info

Larry Harvey, ChFC

HFG Wealth Management, LLC View Qualifications

Address: 1790 Hughes Landing Suite 350, The Woodlands, TX 77380 United States
Phone: 832.585.0110
Fax: 832.585.0109
Email: larry@hfgwm.com
Website: http://www.hfgwm.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Laura Rotter

True Abundance Advisors View Qualifications

Address: 11 Winslow Road, White Plains, NY 10606 United States
Phone: 914-222-0832
Email: Laura@TrueAbundanceAdvisors.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Lauren Grove

Yeske Buie View Qualifications

Address: 301 Maple Avenue West, Suite 600, Vienna, VA 22180 United States
Phone: 800.772.1887
Fax: 866.549.4990
Email: laureng@yebu.com
Website: http://www.yebu.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Leslie Ransom

CFP Indie Financial Planning, LLC View Qualifications

Address: 4935 N. Mozart St., Chicago, IL 60625 USA
Phone: (847) 868-2252
Email: leslier@indiefinancialplanning.com
Website: http://www.indiefinancialplanning.com/
  • First Step Cash Management System™ Info

Lexi Olian

Director of Financial Planning Humphreys Group View Qualifications

Address: 111 Sutter Street, Suite 525, San Francisco, CA 94104 USA
Phone: (415) 928-0401
Email: lexi@humphreysgroup.com
Website: http://humphreysgroup.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Lloyd Yamada

CEO Aspire Planning Associates, Inc. View Qualifications

Address: 19925 Stevens Creek Blvd, Ste 100, Cupertino, CA 95014 United States
Phone: 925.588.7092
Fax: 925.938.3780
Email: Lloyd@aspire-planning.com
Website: http://www.aspire.biz/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Lucas Bucl

KHC Wealth Management Services View Qualifications

Address: 10000 College Boulevard, Suite 260, Overland Park, KS 66210 United States
Phone: (913) 345-1881
Fax: (913) 345-1881
Email: lbucl@makinglifecount.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mackenzie Arsenault, CFP®

Cornerstone Financial Planning View Qualifications

Address: 70 Center Street, 2nd Level, Portland, ME 04101 United States
Phone: 207.772.8133
Email: mackenzie@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Mackenzie Martin

Medical Professionals Financial Group View Qualifications

Address: 310 N. State Street, Suite 206, Lake Oswego, OR 97034 United States
Phone: 971.204.1200
Email: mmartin@medicalpfg.com
Website: http://www.medicalpfg.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info

Marjorie A. Burnett, JD, CPA, CFP®, RLP®

NAPFA-Registered Financial Advisor MAB Financial Planning View Qualifications

Address: 2739 North Radford Street, Arlington, VA 22207 United States
Phone: 703.528.3205
Fax: 415.946.3259
Email: mq@mabfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Mark T. Johnsen, CEO

Chief Wealth Architect Wealth Architects, LLC View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 650.325.9044
Fax: 650.325.9047
Email: mark@wealtharchitects.com
Website: http://www.wealtharchitects.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Marques Lang, JD, CFP®

Financial Wellness Coach Paradigm Consulting & Coaching View Qualifications

Address: 116 3rd St, Suite 212, Hood River, OR 97031 USA
Phone: 541.249.3606
Email: marques@pursuingprosperity.org
Website: http://www.pursuingprosperity.org/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Martin Kurtz, CFP®, AIFA

The Planning Center View Qualifications

Address: 1615 5th Avenue, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: marty@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Empowering Change Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

Mary Ballin, CFP®

Client Advisor Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.1952
Fax: 415.788-.7105
Email: Mary@MosaicFP.com
Website: http://www.mosaicfp.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Mary Rose, CFP®

Wealth Advisor, Partner Wacker Wealth Partners View Qualifications

Address: 973 Higuera Street, San Luis Obispo, CA 93406 United States
Phone: 805.541.1308
Email: mary@wackerwealthpartners.com
Website: http://www.wackerwealthpartners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info

Matthew Hannum, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: mhannum@sterlingadvice.com
Website: http://www.sterlingadvice.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Matthew Sivertsen, CFP®

The Planning Center View Qualifications

Address: 1701 River Drive, Suite 300, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: matt@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Empowering Change Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info

Matthew Starkey, MSFS, CFP®, CAP

President KHC Wealth Management View Qualifications

Address: 10000 College Blvd., Suite 206, Overland Park, KS 66210 United States
Phone: 913.345.1881
Fax: 913.345.1810
Email: mstarkey@makinglifecount.com
Website: http://www.makinglifecount.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Meaux Costello

Buckingham Strategic Wealth View Qualifications

Address: 2445 Faber Pl., Suite 250, Palo Alto, CA 94303 USA
Phone: 408-418-4236
Email: mcostello@bamadvisor.com
Website: http://buckinghamadvisor.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Melissa Ballard, CFP®

PYA Waltman Capital, LLC View Qualifications

Address: 2076 Lakeside Centre Way, Knoxville, TN 37922 United States
Phone: 865.693.6301
Fax: 865.693.6302
Email: mballard@pyawaltman.com
Website: http://www.pyawaltman.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Michael A. Branham, CFP®

Financial Planner The Planning Center, Inc. View Qualifications

Address: 1407 West 31st Ave, Ste. 303, Anchorage, AK 99503 United States
Phone: 763.494.8791
Fax: 763.374.8874
Email: mike2@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Michael A. Branham, CFP®

Financial Planner The Planning Center, Inc View Qualifications

Address: 7084 Fish Lake Rd, Maple Grove, MN 55311 United States
Phone: 763.494.8791
Fax: 763.374.8874
Email: mike@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Michael Babcock

Legacy Consulting Group View Qualifications

Address: 5000 Legacy Drive, Suite 450, Plano, TX 75024 United States
Phone: 972.599-4750
Email: mbabcock@legacyconsultinggroup.com
  • First Step Cash Management System™ Info

Michael Brundage

Clear Ridge Wealth Management View Qualifications

Address: 259 East Michigan Ave., Suite 105, Kalamazoo, MI 49007 USA
Phone: (269) 488-3001
Email: brundage@clearridgewm.com
Website: http://www.clearridgewm.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Michael D. Rutter

Senior Financial Advisor & Partner North Star Resource Group View Qualifications

Address: 2701 University Ave SE, Minneapolis, MN 55414 United States
Phone: 612.617.6101
Fax: 612.256.3101
Email: mike.rutter@northstarfinancial.com
Website: http://www.northstarfinancial.com
  • First Step Cash Management System™ Info

Michael Evans

The Cogent Advisor View Qualifications

Address: 233 S Wacker Dr., 84th Floor, Chicago, IL 60606 USA
Phone: (312) 382-8388
Email: Michael@theCogentAdvisor.com
Website: http://thecogentadvisor.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Michael Haubrich, CFP®

Financial Service Group, Inc. View Qualifications

Address: 4812 Northwestern Avenue, Racine, WI 53406 United States
Phone: 262.554.4500 ext. 103
Fax: 262.554.1907
Email: mikeh@toyourwealth.com
Website: http://www.toyourwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Michael Weissman CFP®, CIMA

Aspiriant View Qualifications

Address: 350 Fifth Avenue, Suite 6420, New York, NY 10118 USA
Phone: 212.823.3520 x 10118
Email: mweissman@aspiriant.com
Website: http://www.aspiriant.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Michelle Eldridge

Clear Ridge Wealth Management View Qualifications

Address: 259 East Michigan Ave., Suite 105, Kalamazoo, MI 49007 USA
Phone: (269) 381-1705
Fax: 2694883497
Email: eldridge@clearridgewm.com
Website: http://www.clearridgewm.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Micky Reeves

Buckingham Strategic Wealth View Qualifications

Address: 5810 Tennyson Parkway, Suite 260, Plano, Tx 75024 USA
Phone: (972) 661-3355
Email: mreeves@bamadvisor.com
Website: http://www.buckinghamadvisor.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mike Fitzhugh

Aspiriant View Qualifications

Address: 50 California St. , Suite 2600, San Francisco, CA 94111 USA
Phone: (415) 371-7864
Fax: (415) 371-7801
Email: mfitzhugh@aspiriant.com
Website: http://www.aspiriant.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mike Miller, CFP®

Integra Shield Financial Group, LLC View Qualifications

Address: 3181 Fernbrook Lane N., Plymouth, MN 55447 United States
Phone: 763-201-1390
Fax: 763-226-2301
Email: Mike@integrashieldfinancial.com
Website: http://www.isfngroup.com/
  • First Step Cash Management System™ Info

Mira M. Ma, CFP®

Aspire Planning Associates View Qualifications

Address: 1900 South Norfolk St., Ste 350, San Mateo, CA 94403 United States
Phone: 650.918.6472
Fax: 925.938.3780
Email: mira@aspire-planning.com
Website: http://www.aspire-planning.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Natalie Wagner, CFRC

Money Wellness Coach Vital Financials LLC View Qualifications

Address: 191 University Boulevard, #234, Denver, CO 80206 United States
Phone: 303.507.9250
Fax: 303.733.2364
Email: nataliep.wagner@vitalfinancials.com
Website: http://www.vitalfinancials.com
  • First Step Cash Management System™ Info

Neal Van Zutphen, M.S., CFP®, FBS®

President/Owner Intrinsic Wealth Counsel, Inc. View Qualifications

Address: 1255 W. Rio Salado Pkwy #15, Tempe, AZ 85281 United States
Phone: 480.924.5613
Fax: 480.924.8062
Email: neal@intrinsicwc.com
Website: http://www.intrinsicwealthcounsel.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info
  • Principles of Client Communication & Discovery Info
  • Empowering Change Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

Nicholas A. Nicolette, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: nnicolette@sterlingadvice.com
Website: http://www.sterlingadvice.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2014 Info

Nicole Sullivan, CFP®

Financial Planner GCG Financial View Qualifications

Address: 3 Parkway North, Suite 500, Deerfield, IL 60015 United States
Phone: 847.457.3235
Email: nicole.sullivan@gcgfinancial.com
Website: http://www.gcgfinancial.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Nikki Michelini CPA

Aspiriant View Qualifications

Address: 2408 34th St. #5, Santa Monica, CA 90405 USA
Phone: 310.722.7923
Fax: 310.806.4080
Email: nmichelini@aspiriant.com
Website: http://www.aspiriant.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Pat Phillips

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 USA
Phone: 650.325.9044
Fax: 650.325.9047
Email: pat@wealtharchitects.com
Website: http://www.wealtharchitects.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Patrick Amey

KHC Wealth Management Services View Qualifications

Address: 10000 College Blvd, Ste 206, Overland Park, KS 66210 United States
Phone: 816.728.8224
Fax: 913.345.1810
Email: pamey@makinglifecount.com
Website: http://www.makinglifecount.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Paul Cordero

CFP, EA Attune Financial Planning View Qualifications

Address: 7250 Redwood Blvd, Suite 300, Novato, CA 94945 United States
Phone: 415.419.5005
Email: paul@attunefp.com
Website: http://www.attunefp.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Paul Fain, CFP®

President Asset Planning Corporation View Qualifications

Address: 234 South Peters Road, Ste. 102, Knoxville, TN 37923 United States
Phone: 865.690.1231
Fax: 865.690.5224
Email: pkf@assetplanningcorp.com
Website: http://www.assetplanningcorp.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Paul Leighton, CLU, ChFC

Partner/Advisor Cordis Financial View Qualifications

Address: 2701 University Avenue SE, #100, Minneapolis, MN 55414-3233 United States
Phone: 612.617.6121
Fax: 612.617.6003
Email: Paul@cordisfinancial.com
Website: http://cordisfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2014 Info

Paula Hogan, CFP®, CFA

Paula Hogan View Qualifications

Address: 250 W. Coventry Court, Suite 202, Milwaukee, WI 53217 United States
Phone: 414.352.9111
Fax: 414.352.9166
Email: paula.hogan@hoganfinancial.com
Website: http://www.paulahogan.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Principles of Client Communication & Discovery Info

Peter W. Johnson, Jr.

Principal PWJohnson Wealth Management View Qualifications

Address: 2051 Grant Rd., Ste 240, Los Altos, CA 94024 United States
Phone: 408.747.1222
Fax: 408.747.1364
Email: peter.johnson@pwjohnson.com
Website: http://www.pwjohnson.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Rachel Infante, CFP®

Fure Financial Corporation View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 950, Bloomington, MN 55437 United States
Phone: 952.944.8250
Email: ffcrachel@msn.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Richard Taborda, CFP®, RICP®

President LBT Wealth Management, LLC View Qualifications

Address: 33 Wood Ave. South,Suite 600, Iselin, NJ 08830 United States
Phone: 732.479.1730
Fax: 732.479.1734
Email: rtaborda@lbtwealth.com
Website: http://www.lbtwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Rick Kahler, MSFP, ChFC

Kahler Financial Group View Qualifications

Address: 1010 9th Street, Suite 1, Rapid City, SD 57701 United States
Phone: 605.343.1400
Fax: 605.721.0194
Email: operations@kahlerfinancial.com
Website: http://www.kahlerfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info

Rick Schultenover

North Star Resource Group View Qualifications

Address: 2701 University Avenue SE, Minneapolis, MN 55414 United States
Phone: 612.617.6030
Fax: 612.256.3030
Email: rick.schultenover@northstarfinancial.com
Website: http://www.northstarfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info

Rob Horowitz

Director of New Relationships Money Quotient View Qualifications

Address: 1045 NE Oneonta Street, Portland, OR 97211 USA
Phone: 360.697.4561
Fax: 888.842.8435
Email: robertphorwitz@gmail.com
Website: http://www.moneyquotient.org
  • In-Depth Data Gathering Info

Robb Severdia

Financial Planner Cross Financial Management View Qualifications

Address: 510 Cascade Avenue (PO Box 358), Hood River, OR 97031 United States
Phone: 503.789.9411
Email: robb.severdia@lpl.com
Website: http://www.gotorobb.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2014 Info

Robert Rahaim, CFP®

DeSeranno Wealth Planning View Qualifications

Address: 18720 Mack Ave., Suite 100, Grosse Pointe Farms, MI 48236 United States
Phone: 313.885.0114
Fax: 313.885.4959
Email: rrahaim@deseranno.com
Website: http://www.deseranno.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Rodney Wade, EA, CFP®, MST

Wade Financial Advisory, Inc. View Qualifications

Address: 2105 South Bascom Avenue, Suite 110, Campbell, CA 95008 United States
Phone: 408.761.0833
Fax: 408.369.0607
Email: rwade@wadefa.com
Website: http://www.wadefa.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info

Roger A. Shake, CFP®, RLP®

Legacy Consulting Group View Qualifications

Address: 5000 Legacy Drive, Suite 450, Plano, TX 75024 United States
Phone: 972.599.4750
Fax: 972.599.4751
Email: rshake@legacyconsultinggroup.com
Website: http://www.LegacyConsultingGroup.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Principles of Client Communication & Discovery Info

Roman A. Groch, BA, CFP®, CPCA

HollisWealth View Qualifications

Address: 449 Thorold Road, Welland, ON L3C 3W7 Canada
Phone: 905.735.5555
Fax: 905.735.5553
Email: Roman.Groch@HollisWealth.com
Website: http://www.RomanGroch.ca
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Ron Wilkinson, CFP®

Security First Advisors View Qualifications

Address: 12703 SW 67th Ave, Portland, OR 97223 United States
Phone: 800.898.4224
Fax: 503.221.4483
Email: ron@sfainc.us
Website: http://www.sfainc.us
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2010 Info

Ronald Bernstein CFP®, CIMA®, CWS®

Financial Planner GCG Financial View Qualifications

Address: 3 Parkway North, Suite 500, Deerfield, IL 60015 United States
Phone: 847. 457.3188
Email: ron.bernstein@gcgfinancial.com
Website: http://www.gcgfinancial.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Ross Weiner, PhD, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: rweiner@sterlingadvice.com
Website: http://www.sterlingadvice.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Russell Kroeger, CFP®, EA

Founder Paradigm Wealth Architects View Qualifications

Address: San Francisco, CA 94133-2055 USA
Phone: (650) 758-7549
Email: russell@paradigmwealth.org
Website: http://paradigmwealth.org
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Ryan Keshemberg

Keshemberg Advisory, Ltd View Qualifications

Address: 9328 Silverstone Lane, #309, Verona, WI 53593 United States
Phone: 920.205.4381
Email: ryan@keshemberg.com
  • First Step Cash Management System™ Info

Sabrina Lowell, CFP®

Advisor & Chief Operations Officer Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.1952
Fax: 415.788.7105
Email: Sabrina@MosaicFP.com
Website: http://www.mosaicfp.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Sandi Bragar CFP®

Aspiriant View Qualifications

Address: 50 California St., 26th Floor, San Francisco, CA 94111 USA
Phone: 415.371.7800
Email: sbragar@aspiriant.com
Website: http://www.aspiriant.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Sean Cook, CFP®, AIF

Managing Partner Harvest Advisers, LLC View Qualifications

Address: 501 Office Center Drive, Suite 425, Fort Washington, PA 19034 United States
Phone: 215.628.9200
Email: seanc@harvestadvisers.com
Website: http://www.harvestmywealth.com/
  • First Step Cash Management System™ Info

Shannon Nook, RP®

Liberty Financial Group, Inc. View Qualifications

Address: 700 Pilgrim Parkway, #300, Elm Grove, WI 53122 United States
Phone: 262.785.1377
Fax: 262.785.6655
Email: Shannon@lfgwi.com
Website: http://www.lfgwi.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Sheila Schroeder

Director of Client Development Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.7105
Fax: 415.788.1952
Email: Sheila@MosaicFP.com
Website: http://www.mosaicfp.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Steve Branton, CFP®

Senior Financial Planner Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.1952
Fax: 415.788.7105
Email: Steve@MosaicFP.com
Website: http://www.MosaicFP.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Steven M. Singer

Retirement Solutions View Qualifications

Address: 11400 Olympic Blvd #200, Los Angeles, CA 90064 United States
Phone: 310.526.3210
Fax: 310.444.0687
Email: steve@retirementsolutions.net
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

Susan Veligor, CFP®

Cornerstone Financial Planning View Qualifications

Address: 38 Union Wharf, Portland, ME 04101 United States
Phone: 207.772.8133
Fax: 207.772.8139
Email: susan@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Tara Trautsch, CFP®

Financial Advisor C&T Financial Services Group, Inc View Qualifications

Address: 252 Pine Avenue, Suite C, Pacific Grove, CA 93950 United States
Phone: 831.375.3990
Fax: 831.655.9859
Email: ttrautsch@royalaa.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Tejal Gandhi, M.Com. DSM, CFP®

Money Matters, India View Qualifications

Address: 3/806 L. Navjivan Commercial Premises, Mumbai, 400 008 India
Phone: 91 98211 52591
Email: tejal.gandhi@moneymattersindia.com
Website: http://www.moneymattersindia.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Thelia Eagan, CPA/PFS

Buckingham Strategic Wealth View Qualifications

Address: 3550 Round Barn Blvd. #212, Santa Rosa, CA 95403 USA
Phone: (707) 542-3600
Email: teagan@bamadvisor.com
Website: http://buckinghamadvisor.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Thomas J. Duffy, CFP®, MBA

Principal Jersey Shore Financial Advisors, LLC View Qualifications

Address: 55 Gilbert Street NorthBuilding 2, Suite 2202, Tinton Falls, NJ 07724 United States
Phone: 732.229.7489
Fax: 732-962-1529
Email: tduffy@myfamilyfiduciary.com
Website: http://www.myfamilyfiduciary.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Thomas Wargin, CFP®, CFA

Liberty Financial Group, Inc. View Qualifications

Address: 700 Pilgrim Parkway, Suite 300, Elm Grove, WI 53122 United States
Phone: 262.785.1377
Fax: 262.785.6655
Email: tom@lfgwi.com
Website: http://www.lfgwi.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info

Tim Maurer, CFP®

The BAM Alliance View Qualifications

Address: 1510 Crane Creek Dr, Mount Pleasant, SC 29466 United States
Phone: 410.913.3332
Email: tmaurer@bamadvisor.com
Website: http://www.timmaurer.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2014 Info

Tom Bodin

Buckingham Strategic Wealth View Qualifications

Address: 8888 Keystone Crossing Blvd. Suite 1111, Indianapolis, IN 46240 USA
Phone: (317) 975-3498
Email: tbodin@bamadvisor.com
Website: http://buckinghamadvisor.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Tom Thalman CRPC® CFP®

Financial Planner Turning Point Retirement Associates View Qualifications

Address: 5540 Centerview Dr Suite 200, Raleigh, NC 27606 United States
Phone: 919.424-3943
Email: tom.thalman@turningpointra.net
Website: http://turningpointra.net
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Tyler Scott

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 USA
Phone: 650-325-9044
Email: tyler@wealtharchitects.com
Website: http://www.wealtharchitects.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Virginia T. Harriett, CFP®, AIF®

Financial Advisor Lincoln Investment Planning, Inc. View Qualifications

Address: 8000 Sagemore Drive, Suite 8301, Marlton, NJ 08053 United States
Phone: 856.596.4830 x 2538
Fax: 856.988.8410
Email: vharriett@lincolninvestment.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info
  • Veteran M.Q. Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info

Wm. Marty Martin, Psy.D., MPH

The Planning Center, Inc View Qualifications

Address: 303 West Erie, Suite 311, Chicago, IL 60654 United States
Phone: 312-664-4090
Fax: 312-664-9709
Email: marty@martymartincoaching.com
Website: http://www.martymartincoaching.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info

Yusuf Abugideiri, CFP®

Yeske Buie, Inc. View Qualifications

Address: 301 Maple Avenue, West, Suite 600, Vienna, VA 22180 United States
Phone: 703.538.2116
Fax: 866.549.4990
Email: yusuf@yebu.com
Website: http://www.yebu.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info

Zaneilia Harris, CFP®

Harris and Harris Wealth Management View Qualifications

Address: 17541 Eleanore Lane, Upper Marlboro, MD 20774 United States
Phone: 301.218.0885
Fax: 301.218.8139
Email: zaneilia.harris@hhwealth.com
Website: http://www.hhwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
3-day training course, a required course
Individualized coaching and self-study following completion of Fundamentals of Financial Life Planning
Implemented a M.Q. approved Financial Life Planning client meeting process that includes level of tools indicated
A complete suite of client tools and educational materials
Experienced M.Q. Licensee invited to co-facilitate Fundamentals of Financial Life Planning training course
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Web-based software and training for planning and managing cash flow, debt, and savings
Implemented a M.Q. approved Financial Life Planning client meeting process that includes level of tools indicated
A 2-day advanced training course, Fundamentals of Financial Life Planning is a prerequisite to attend
Implemented a M.Q. approved Financial Life Planning client meeting process that includes level of tools indicated
Additional tools to facilitate a meaningful goal setting process
A 2-day advanced training course, Fundamentals of Financial Life Planning is a prerequisite to attend
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
A set of tools designed to clarify client values and priorities

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