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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.

Financial Life Planning® is a registered trademark of Money Quotient, Inc.



M.Q. Announcements!

New M.Q. Blog! Posted 7/2/2009

Money Quotient is happy to announce the debut of the M.Q. Blog! The M.Q. Blog is designed to keep you connected to the M.Q. Community. Posts on
the M.Q. Blog will contain information similar to that previously included in the M.Q. Community Newsletter.

The M.Q. Blog will include posts in which M.Q. Licensees discuss their use of M.Q. materials, tips and techniques for using M.Q. tools posted by The M.Q. Team, success stories, updates on current happenings in the M.Q. Community, posts relevant to Financial Life Planning® written by guest writers, information about upcoming M.Q. Learning Opportunities, and much more! In addition, the M.Q. Blog will provide you with the opportunity to connect with and learn from other M.Q. Licensees.

The inaugural M.Q. Blog article features M.Q. Licensee Marty Kurtz, CFP®, in the "Licensee Spotlight." To visit the M.Q. Blog, please click here. Be sure to subscribe while you're there so that you will receive new blog posts as they are added!
M.Q. Is Now on Facebook! Posted 6/25/2009

Money Quotient has joined Facebook! Click here to visit our Facebook page. Please be sure to become a fan of M.Q. while you're there and help us expand our online social network!
New FFLP Training Dates! Posted 5/7/2009

Money Quotient is happy to announce that we will be bringing our 3-day "Fundamentals of Financial Life Planning" Training to South Dakota! We will be holding a Nazrudin Pre-Conference Session in Blackhills, South Dakota, October 27, 28, & 29. In light of this addition to our training schedule, we have cancelled the November session that was scheduled to take place in Washington State and replaced it with a summer session which will be held on the Kitsap Peninsula in Washington State, August 17, 18, & 19. To learn more about upcoming trainings, please visit our Learning Opportunities webpage.
Introducing First Step Cash Management System! Posted 4/24/2009

Money Quotient is proud to introduce The First Step Cash Management system! The First Step Cash Management system is web-based software licensed through M.Q. that provides clients with a simple and user-friendly method for managing cash flow, reducing debt, and increasing savings. First Step enables clients to control their money, instead of allowing their money to control them. Learn more about this wonderful new product by visiting the First Step webpage.

Don't Miss May "FFLP Training"! Posted 4/20/2009

The May Fundamentals of Financial Life Planning training seminar is right around the corner! FFLP training will not be held again until November 2009, so register now to secure your place and join us for this great learning opportunity! Click here for detailed event and registration information.
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For more information, contact Money Quotient at info@moneyquotient.org
©2009 Money Quotient


July 2009
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First Step Cash Management System
The First Step Cash Management system is web-based software licensed through M.Q. that provides clients with a simple and user-friendly method for managing cash flow, reducing debt, and increasing savings. Click here to learn about First Step!
New "FFLP Training" Dates!
Our 3-day "Fundamentals of Financial Life Planning" Training will be held August 17-19 in Washington State. In addition, we will be holding a Nazrudin Pre-Conference Session in Blackhills, SD October 27-29. Click here for information.
Locate a M.Q. Trained Professional
We provide a directory of Money Quotient trained Professionals who have completed our Fundamentals of Financial Life Planning 3-day training seminar and have implemented a values-based, client-centered approach to Financial Planning. Click here for more infomation on locating a Financial Life Planning Professional.