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 09/25/2017
"Creating an Effective Goal Setting Process" Webinar - September 27, 2017

1 CFP CEU pending acceptance by CFP Board! In this educational webinar, Amy Mullen, CFP® will discuss ways to use the MQ tools & resources to create a goal setting process that is engaging, enjoyable, and leads to meaningful goals that result in a strong motivation to implement recommended financial strategies

Free and open to MQ Licensees ONLY!

Wednesday, September 27, 2017 / 11:00am PDT / 2:00pm EDT

Click HERE for more details!

Posted 9/25/2017
"What Their Stories Reveal: Getting To The Heart Of What Matters Most To Your Clients" Webinar - October 17, 2017

Susan Turnbull, founder and Principal of Personal Legacy Advisor, discusses client engagement, values identification, and legacy planning in this webinar open to everyone.

Date:  Tuesday, October 17, 2017

Time:  11:00am PDT/2:00pm EDT

Click HERE for more details!

 

Posted 9/24/2017
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 9/24/2017
"MQ Licensee Open Forum" Webinar - October 11, 2017

MQ Vice President, Amy Mullen, CFP®, and Veteran MQ Licensee Thom Allison, CFP®, and a panel made up of our MQ Advisory Board will be diving into the topic "Shape the Path." This is the third of our three part series on the metaphor of the elephant, the rider, and the path.

THIS WEBINAR IS FREE AND OPEN TO MQ LICENSEES ONLY!

Date: Wednesday, October 11, 2017

Time: 11:00AM - 12:00PM PDT/2:00PM - 3:00PM EDT

Click HERE for more details!

Posted 8/23/2017
"MQ Licensee Open Forum" Webinar - September 19, 2017

MQ Vice President, Amy Mullen, CFP®, and Veteran MQ Licensee Thom Allison, CFP®, and a panel made up of our MQ Advisory Board will be diving into the topic "Motivate the Elephant." This is the second of our three part series on the metaphor of the elephant, the rider, and the path.

THIS WEBINAR IS FREE AND OPEN TO MQ LICENSEES ONLY!

Date: Tuesday, September 19, 2017

Time: 1:00PM - 2:00PM PDT/4:00PM - 5:00PM EDT

Click HERE for more details!

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