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 7/4/2017
"Introduction to Money Quotient" Webinar - July 27, 2017!

Are you curious about Money Quotient and how it would work in your practice? Join us for this free "Introduction to Money Quotient" webinar and learn how Money Quotient can help you build solid relationships with your clients and lay the groundwork for helping them reach their financial goals.  

THIS WEBINAR IS FREE AND OPEN TO EVERYONE!

Date: Thursday, July 27, 2017

Time: 10:00AM - 11:00AM PDT/1:00PM - 2:00PM EDT

Click HERE for more details!

Posted 7/4/2017
"MQ in Action" Webinar with Alecia Modahl, JD, LLM, CFP- August 2, 2017

In this "MQ in Action" webinar, we will hear from Veteran Licensee and newest MQ Advisory Board member, Alecia Modahl, JD, LLM, CFP®, owner of ALM Financial Solutions in Redmond, Washington. She will discuss how she started using the MQ tools, share some of her learning curve insights, and provide an overview of her current customized client engagement model.

WEDNESDAY AUGUST 2, 2017

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

CLICK HERE FOR MORE DETAILS

Posted 07/03/2017
"Fundamentals of Financial Life Planning" Training in Portland OR, September 12-14, 2017!

Say good bye to summer here in Portland, Oregon at Money Quotient's "Fundamentals of Financial Life Planning" training!  This three-day event is scheduled for September 12-14, 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.

CLICK HERE FOR MORE DETAILS!

Posted 07/03/2017
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 07/03/2017
"MQ Licensee Open Forum" Webinar July 25, 2017!

MQ Vice President, Amy Mullen, CFP®, and Veteran MQ Licensee, Rebecca Gaylor, CFP®, and Josh Kehm, CAS®, CRPC®, NSSA®, will discuss ways to help staff to understand and embrace the Financial Life Planning Approach.

THIS WEBINAR IS FREE AND OPEN TO MQ LICENSEES ONLY!

Date: Tuesday, July 25, 2017

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

Click HERE for more details!

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