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 03/21/2017
"Fundamentals of Financial Life Planning" Training in Portland OR!!

Money Quotient's "Fundamentals of Financial Life Planning" training will be held in Portland, Oregon this summer! This three-day event is scheduled for June 28-30, 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 3/21/2017
"MQ Licensee Open Forum" Webinar April 13, 2017!

In our April "MQ Licensee Open Forum" webinar, MQ Vice President, Amy Mullen, and Veteran MQ Licensee, Michael Babcock, CFP®, will discuss how to use visualization to engage your clients hearts and minds and build motivation for taking action and following through on your recommendations.

THIS WEBINAR IS FREE AND OPEN TO MQ LICENSEES ONLY!

THURSDAY APRIL 13, 2017

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

CLICK HERE FOR MORE DETAILS!

Posted 03/01/2017
2017 MQ Gathering in Portland, OR

Mark the dates on your calendar for our 2017 MQ Gathering!  Details and registration coming soon!!

Posted 3/1/2017
"MQ Licensee Open Forum" Webinar March 29, 2017!

MQ Vice President, Amy Mullen, and Veteran MQ Licensee, Tanya Steinhofer, CFP®, will be discussing how to add value to the annual review meeting and additional existing client meetings. 

This webinar is FREE and open to MQ Licensees ONLY!

Wednesday, March 29th

11:00AM PDT/2:00PM EDT

CLICK HERE FOR MORE DETAILS!

Posted 2/28/2017
"MQ in Action" Webinar - March 16, 2017!

The "MQ in Action" series provides the opportunity to hear how other financial planners are utilizing the Money Quotient materials. Each session features Veteran Money Quotient Licensees sharing their unique expertise and approach to using the MQ materials. The session concludes with an open forum for questions.

In this "MQ in Action" webinar, we will hear from Veteran Licensees Lauren Grove, CFP®, and Yusuf Abudideiri, CFP®.  They will discuss how they started using the MQ tools, share some of their learning curve insights, and provide an overview of their current customized client engagement model.

THURSDAY MARCH 16, 2017

11:00AM-12:00PM PST / 2:00PM-3:00PM EST

Click HERE for more details!

 

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