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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. Community Newsletter Summer Issue Released! | Posted 7/31/2008 |
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The M.Q. Community Newsletter Summer Issue has been released and is now available for download in PDF format on the M.Q. website! Access to the newsletter is available to M.Q. Licensees only. After you have logged into the site, select the "M.Q. Community Newsletter" link on the main menu, or click here to view the newsletter webpage now! |
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| Last Chance to Save on Retreat Registration! | Posted 7/30/2008 |
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Don't miss out on the last opportunity to save $100 on registration fees for the M.Q. 2008 Retreat! Submit your registration form by 5:00pm (PDT), July 31st, to take advantage of this opportunity to save. Click here to download the registration form. |
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| Stay in the Know! | Posted 6/18/2008 |
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To keep abreast of recent updates to M.Q. Practice Tools, check out our new Practice Tools Updates webpage. The page displays tool updates and revisions in chronological order. The page is located in the "Practice Tools" area, is available to Licensees only, and requires login to the password protected area of the website. |
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| Don't Miss July FFLP! | Posted 6/4/2008 |
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The participant registration deadline for M.Q.'s July 2008 Fundamentals of Financial Life Planning Training Session is Wednesday, June 11th! FFLP will not be held again until October 2008, 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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| Funding Avaliable for Fundamentals of Financial Life Planning Training! | Posted 5/12/2008 |
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Applications are now being accepted for the Ken Gillaspie Legacy Fund Scholarship, which provides the awarded recipient with funding for Money Quotient's Fundamentals of Financial Life Planning training course fees and related travel expenses. Qualified individuals may currently submit an application to receive funding for the July or October FFLP training sessions. Please visit the Ken Gillaspie Legacy Fund webpage for more information or click here to download the scholarship application form. |
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September 2008
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| Locate a Financial Life Planning Professional |
We provide a directory of Financial Life Planning Professionals who have attended M.Q.'s Fundamentals of Financial Life Planning 3-day training seminar. Click here for more infomation on locating a Financial Life Planning Professional. |
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| New FFLP Training Dates Available! |
2008 dates are now available for our 3-day Fundamentals of Financial Life Planning Seminar that take place at our facility in Poulsbo, WA. Click here for more training information and for a current registration form. Please click our 'Events Calendar' located in Education and Training for more 2008 Learning Opportunity dates. |
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| Information about M.Q. Tools and Materials |
Click here to read more about Money Quotient's suite of Financial Life Planning tools and materials. |