At Money Quotient, we teach financial professionals  how to bring science to the art of relationship.  Our research-driven model creates a replicable client experience, predictable results, and raving fans.  The result is successful financial planning engagements that transform lives.  We invite you consider the proven results of our 30-year body of work…

  • What if the highly engaged client meetings that currently comprise your best days naturally evolve into the experience you enjoy EVERY day?
  • What if you could walk beside your clients as a coach, removing the pressure of parent/child accountability?
  • What if you created an environment where your clients fully mature in matters of money, and truly own their financial and life goals?
Finally, you can shift the focus of client meetings from market performance and compensation to helping your clients achieve True Wealth. 

EQ + IQ = MQ

Money Quotient focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life.  According to our underlying philosophy, an individual’s “real” financial well-being (MQ) is comprised of two essential components: emotional intelligence (EQ) and financial knowledge (IQ).

Therefore, rather than using net worth as a snapshot of financial status, we take a more holistic approach to measuring financial health and maximizing quality of life.

With this goal in mind, we created the MQ True Wealth Process™ for nurturing purposeful and highly engaged client relationships.  In addition, we support your implementation success by providing:

  1. Research-based discovery and goal-setting tools

  2. Proven practice management resources

  3. Individualized consultations

  4. Ongoing continuing education opportunities

  5. Access to a supportive community of like-minded professionals

Why + How + What

WHY:  We believe a values-based, life-centered approach to financial planning engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives.

HOW:  Based on a solid foundation of education and research, we facilitate the exploration and implementation of a holistic process for delivering client-centered financial planning services and advice.

WHAT: To achieve this goal, we develop tools and training for financial professionals who truly want to make a difference in the lives of their clients.

Our MQ True Wealth Process™ will help you get to the heart of your client's values and priorities, establish meaningful financial and life goals, and create an effective and inspiring decision-making framework.

In addition, this practical process will differentiate your practice, nurture long-term client relationships, and guide productive and mutually satisfying financial planning meetings.

Our practical process and life-centered materials will help you get to the heart of your clients' values and priorities, and create a framework to align your financial advice with their life goals.

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From the Blog

2020: A Values Homecoming

For all its faults, 2020 has prompted a homecoming to our values. As we deepen our understanding of impact investments, heart-fully face systemic racism, and wrestle with the wealth divide, we are also bearing witness to our clients going through the same process. During this year, advisors and clients alike are asking themselves this critical […]

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Get Out of the Waiting Room: Designing Your COVID Life

Life is a continuum, an accumulation of experiences that makes us who we are and influences how we view ourselves and the world around us.  As we review these experiences, we realize that our lives are constantly and continually permeated with change.  Therefore, how we choose to respond to and initiate change can have everything […]

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