MQ Partner Directory

This directory is reserved for financial advisors and other professionals who have invested in Money Quotient tools and training in order to better serve their clients’ needs and aspirations.

In addition to contact information provided for each advisor, you can click on “View Qualifications” for a snapshot of their MQ training, commitment, and participation.

Green stars indicate the individuals who have submitted an application for review and have qualified for an MQ Endorsement.  This select group of advisors have demonstrated their commitment to consistently integrate MQ True Wealth™ tools and processes into their client meeting schedules and presentations.

Ingrid Strauss, CFP® 4 3

Financial Planner Cordis Financial View Qualifications

Address: 3001 Broadway Street NE, Suite 100, Minneapolis, MN 55413 United States
Phone: (612) 268-2620
Email: Ingrid@cordisfinancial.com
Website: http://www.cordisfinancial.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • Veteran MQ Financial Life Planner Info
  • Money Quotient Retreat 2020 Info
  • Platinum Level MQ Endorsement Info
  • Gold Level MQ Endorsement Info

Jeanna Fifer, CFP®, CPWA® 4 3

Cordis Financial View Qualifications

Address: 3001 Broadway Street NE, Suite 100, Minneapolis, MN 55413 United States
Phone: 6122682620
Email: jeanna@cordisfinancial.com
Website: http://www.cordisfinancial.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • Money Quotient Retreat 2020 Info
  • Platinum Level MQ Endorsement Info
  • Gold Level MQ Endorsement Info

Brenna Baucum 4

Founder Collective Wealth Planning LLC View Qualifications

Address: 1115 Madison St NE #1076, Salem, OR 97301 United States
Phone: 5034761142
Email: brenna@collectivewealthplanning.com
Website: https://collectivewealthplanning.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Completed Implementation Consultation Program Info
  • Platinum Level MQ Endorsement Info

Christina Kramlich CFP®, MBA 4

Chicory Wealth View Qualifications

Address: 210 Spring Hill Rd. , Suite 260, Petaluma, CA 94952 United States
Phone: 707-338-2041
Email: christinakramlich@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • Platinum Level MQ Endorsement Info

Dan Kirslis 4

Chicory Wealth View Qualifications

Address: Decatur, GA 30033 United States
Phone: 404.294.5917
Email: dankirslis@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • Platinum Level MQ Endorsement Info

David Harpool 4

Partner AVID Advisory and Investment Group View Qualifications

Address: 360 Central Avenue, Suite 1410, St. Petersburg, FL 33701 United States
Phone: 7272286840
Email: DAVID.HARPOOL@AVIDPLANNING.COM
Website: http://avidplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Gathering 2019 Info
  • Completed Implementation Consultation Program Info
  • Platinum Level MQ Endorsement Info
  • Money Quotient Retreat 2020 Info

David Yeske, CFP® 4

Yeske Buie, Inc. View Qualifications

Address: 220 Montgomery Street, Suite 900, San Francisco, CA 94104 United States
Phone: 415.956.9686
Fax: 866.549.4990
Email: dave@yebu.com
Website: http://www.yebu.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Platinum Level MQ Endorsement Info
  • Complete True Wealth™ Planning Tool Kit Info
  • Money Quotient Retreat 2012 Info

Emilie Goldman, CFA, CFP® 4

Tamarind Financial Planning View Qualifications

Address: 1900 S. Norfolk, Suite 350, San Mateo, CA 94403 United States
Phone:
Email: emilie@tamarindfinancial.com
Website: http://www.tamarindfinancial.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Platinum Level MQ Endorsement Info
  • Complete True Wealth™ Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Veteran MQ Financial Life Planner Info
  • Money Quotient Retreat 2014 Info
  • Money Quotient Gathering 2015 Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2018 Info
  • Money Quotient Retreat 2016 Info

Georgia Lee Hussey, CFP® 3

President Modernist Financial View Qualifications

Address: 707 SW Washington Street Suite 910, Portland, OR 97205 United States
Phone: 971.544.7417
Fax: 503.966.7832
Email: team@modernistfinancial.com
Website: http://www.modernistfinancial.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info
  • Veteran MQ Financial Life Planner Info
  • Money Quotient Retreat 2014 Info
  • Gold Level MQ Endorsement Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Retreat 2016 Info
  • Money Quotient Retreat 2018 Info

Jack Arnold 4

AVID Advisory and Investment Group View Qualifications

Address: 360 Central Ave., Suite 470, St. Petersburg, FL 33701 United States
Phone: (727) 228-6840
Email: jack.arnold@avidplanning.com
Website: http://avidplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Gathering 2019 Info
  • Completed Implementation Consultation Program Info
  • Platinum Level MQ Endorsement Info

Jacob Newcomer, CFP® 4

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Decatur, GA 30033 United States
Phone: 404.294.5917
Email: jacobnewcomer@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • Platinum Level MQ Endorsement Info
  • Money Quotient Retreat 2020 Info

Jason A. Smith, MSFP, CFP® 3

Wealth Advisor Buckingham Strategic Wealth View Qualifications

Address: P.O. Box 1788, Hood River, OR 97031 United States
Phone: 503.922.3010
Email: jsmith@buckinghamgroup.com
Website: https://buckinghamstrategicwealth.com/locations/hood-river
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Gold Level MQ Endorsement Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info
  • Veteran MQ Financial Life Planner Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2016 Info
  • Money Quotient Retreat 2018 Info
  • Money Quotient Retreat 2020 Info

Jeffrey Wheeler, JD 4

the wealth collaborative, Inc. View Qualifications

Address: 30699 Russell Ranch Road, Suite 185, Westlake Village, CA 91362 United States
Phone: 818.577.1161
Fax: 818.444.7985
Email: jwheeler@thewealthcollaborative.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Platinum Level MQ Endorsement Info
  • Complete True Wealth™ Planning Tool Kit Info
  • Veteran MQ Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • First Step Cash Management System™ Info
  • Money Quotient Gathering 2015 Info

Jennifer Luzzatto, CFA, CFP® 3

President Summit Financial Partners, Inc. View Qualifications

Address: 5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059 United States
Phone: (804) 290-0162
Email: jennifer@summitrva.com
Website: https://www.summitfinancialpartnersrva.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info
  • Gold Level MQ Endorsement Info

Josh Ackerman, CFP® 3

Context Financial, LLC View Qualifications

Address: 120 Kentucky Ave, Ste 120, Lexington, KY 40502 United States
Phone: 859.514.1999
Email: josh@contextfinancial.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2020 Info
  • Gold Level MQ Endorsement Info

Kim Rosenberg, CFP® 4

Managing Principal Coldstream Wealth Management View Qualifications

Address: 150 SW Harrison Street, Suite 300, Portland, OR 97201 United States
Phone: 503.352.1001
Fax: 503.352.1301
Email: Kim.rosenberg@coldstream.com
Website: https://www.coldstream.com/
  • Fundamentals of True Wealth™ Planning Info
  • First Step Cash Management System™ Info
  • Platinum Level MQ Endorsement Info
  • Completed Implementation Consultation Program Info
  • Money Quotient Retreat 2014 Info
  • Veteran MQ Financial Life Planner Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Gathering 2015 Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2016 Info
  • Money Quotient Retreat 2018 Info

Kshitija 2

Director Gaining Ground Investment Services Pvt Ltd View Qualifications

Address: # 97, Matru Krupa, CQAL Layout Sahakarnagar, Bangalore , Karnataka 560092 India
Phone: 091-9845543130
Email: kshitija@ggindia.com
Website: http://ggindia.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info
  • Completed Implementation Consultation Program Info
  • Silver Level MQ Endorsement Info

Lauren Stansell CFP® 4

Yeske Buie View Qualifications

Address: 220 Montgomery St., Suite 900, San Francisco, CA 94104 United States
Phone: 415.956.9686
Fax: 866.549.4990
Email: laurenS@yebu.com
Website: http://www.yebu.com
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info
  • Money Quotient Retreat 2020 Info
  • Platinum Level MQ Endorsement Info

Lexi Olian, CFP® 4

Director of Financial Planning Humphreys Group View Qualifications

Address: 220 Montgomery St., Suite 1850, San Francisco, CA 94104 United States
Phone: (415) 928-0401
Email: lexi@humphreysgroup.com
Website: http://humphreysgroup.com/
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Complete True Wealth™ Planning Tool Kit Info
  • Platinum Level MQ Endorsement Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2018 Info
  • Money Quotient Retreat 2020 Info

Maggie Kulyk, CRPC® 4

Chicory Wealth View Qualifications

Address: 3904 N Druid Hills Rd #366, Decatur, GA 30033 United States
Phone: 404.294.5917
Email: maggiekulyk@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • Platinum Level MQ Endorsement Info

Mark Silverman, CFP® 4

Managing Member/Founder/Wealth Manager Silverman + Associates View Qualifications

Address: 333 N. Wilmot Rd., Suite 340, Tucson, AZ 85711 United States
Phone: 520.512.8832
Fax: 520.512.8833
Email: mark@silverman-associates.com
Website: https://silverman-associates.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Completed Implementation Consultation Program Info
  • Platinum Level MQ Endorsement Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info

Mary Shaltis 4

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Decatur, GA 30033 United States
Phone: 404.294.5917
Email: maryshaltis@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • Platinum Level MQ Endorsement Info

Melinda Davis, CFP®, CRPC 4

Davis Wealth Advisors View Qualifications

Address: 12 Stiles Road, Suite 203, Salem, NH 03079 United States
Phone: (603) 475-7644
Email: team@daviswealthadvisors.net
Website: https://www.daviswealthadvisors.net/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Completed Implementation Consultation Program Info
  • Platinum Level MQ Endorsement Info
  • Money Quotient Retreat 2020 Info

Michael Kay, CFP® 4

President Financial Life Focus, LLC View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039-4903 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: mkay@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Platinum Level MQ Endorsement Info
  • Complete True Wealth™ Planning Tool Kit Info
  • Veteran MQ Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Empowering Change Info
  • Money Quotient Retreat 2006 Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info
  • Money Quotient Gathering 2015 Info
  • Money Quotient Retreat 2018 Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2020 Info

Michelle Maton, CFP®, EA, RLP® 4

The Planning Center, Inc View Qualifications

Address: 303 West Erie, Suite 311, Chicago, IL 60654 United States
Phone: 312.664.4090
Fax: 312.664.9709
Email: michelle@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • First Step Cash Management System™ Info
  • Veteran MQ Financial Life Planner Info
  • Money Quotient Retreat 2005 Info
  • Money Quotient Retreat 2006 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info
  • Platinum Level MQ Endorsement Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Gathering 2015 Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2016 Info
  • Money Quotient Retreat 2020 Info

Mike Sigmon, CFP® 3

Summit Financial Partners View Qualifications

Address: 5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059 United States
Phone: 804-290-0162
Email: Mike@SummitRVA.com
Website: https://www.summitfinancialpartnersrva.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info
  • Gold Level MQ Endorsement Info

Paul Cordero CFP, EA 3

Attune Financial Planning View Qualifications

Address: 4040 Civic Center Drive, Suite 200, San Rafael, CA 94903 United States
Phone: 415-498-1447
Email: paul@attunefp.com
Website: http://www.attunefp.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering & Goal Setting Info
  • Gold Level MQ Endorsement Info
  • Money Quotient Retreat 2020 Info

Stephen J Hazel, CFP®, CeFT®, RLP®, EA 4

Founder Magnificent Life Financial Planning View Qualifications

Address: 1611 E Warner Rd Suite 4, Tempe, AZ 85284 United States
Phone: (480) 219-6508
Fax: (480) 977-2828
Email: steve@magnificentlifefp.com
Website: https://magnificentlifefp.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info
  • Platinum Level MQ Endorsement Info
  • Money Quotient Retreat 2020 Info

Tanya Steinhofer, CFA, CFP® 2

Principal Redwood Grove Wealth Management View Qualifications

Address: 100 Larkspur Landing, Suite 110, Larkspur, CA 94939 United States
Phone: 415-516-3380
Fax: N/A
Email: tanya@redwoodgrovewm.com
Website: http://www.redwoodgrovewm.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Silver Level MQ Endorsement Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Gathering 2019 Info

Tejal Gandhi, M.Com. DSM, CFP® 2

CEO and Founder Money Matters, India View Qualifications

Address: 3/70, Navjivan Commercial Premises, Mumbai, MAHARASHTRA 400008 India
Phone: 9821152591
Email: tejalgandhi01@yahoo.com
Website: http://www.moneymattersindia.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info
  • Silver Level MQ Endorsement Info

Vishal Dhawan, CFP®, MBA 2

Plan Ahead Wealth Advisors Pvt Ltd View Qualifications

Address: A-401, Fairlink Centre, Off Andheri Link Road, Andheri (West), Mumbai, Maharashtra, 400058 India
Phone: 91 900 468 7526
Email: vishal@planaheadindia.com
Website: http://www.planahead.in
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Silver Level MQ Endorsement Info
  • In-Depth Data Gathering Info

William D. Pitney, MBA, CFP®, CeFT®, CLU® 2

Financial Planner and Coach FocusYOU View Qualifications

Address: 2841 Cleveland Ave., Suite 9, Santa Rosa, CA 95403 United States
Phone: 707- 282-3700
Fax: 877.410.0748
Email: info@focusyou.com
Website: http://www.focusyou.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Silver Level MQ Endorsement Info
  • First Step Cash Management System™ Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2020 Info

Aaron Lieberman, CFP®

Managing Director Marathon Wealth Management, Inc. View Qualifications

Address: 534 Broadhollow Road, Suite #420 , Melville, NY 11747 United States
Phone: 631.760.8385
Fax: 631.760.8391
Email: aaron@marathonwealth.net
Website: http://www.marathonwealth.net
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2018 Info

Abby Morton, CFP®

Gather Financial Planning View Qualifications

Address: 19 Northbrook Dr., Falmouth, ME 04015 United States
Phone: 2077813500
Email: abby@gatherfp.com
Website: https://www.gatherfinancialplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Adam Lipton

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: a.lipton@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info
  • Money Quotient Retreat 2020 Info

Agatha Johnson, CFP®, CPWA

Founder & Owner Will Kate View Qualifications

Address: 405 8th Ave NW, Suite 302, Aberdeen, SD 57401 United States
Phone: (605) 275-9181
Email: agathaj@will-kate.com
Website: https://will-kate.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Alexandra Demosthenes CPA/PFS, CFP®

Director of Financial Planning Investment Advisory Professionals, LLC View Qualifications

Address: 400 S. Dixie Hwy., Suite 322, Boca Raton, FL 33432 United States
Phone: (561) 386-7475
Email: Alexandra@iapllc.com
Website: https://www.iapllc.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Alexandra Ollinger

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 513-792-6648
Email: a.ollinger@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info
  • Money Quotient Retreat 2020 Info

Allen Sakon, CFP, CPA, CFT-I

View Qualifications

Address: 1565 Coralwood Ct, Decatur, GA 30033 United States
Phone: 14046250964
Email: allensakon@gmail.com
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Amanda Delmonico

Dash Capital Advisors View Qualifications

Address: 620 Fox Hunt Drive, Victor, NY 14564 USA
Phone: 585-749-8613
Email: amanda@dashcapitaladvisors.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Amber Miller, CFP®

Rising Financial View Qualifications

Address: 2651 Parkview Blvd, Robinson, MN 55422 United States
Phone: (763) 494-0095
Email: amber@rising-financial.com
Website: https://www.theplanningcenter.com/
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Amy Parrish, AWMA®

Highland Trust Partners View Qualifications

Address: 1077 Baxter St., Suite 600, Athens, GA 30606 United States
Phone: (706) 850-4965
Email: amy.parrish@highlandtrustpartners.com
Website: https://www.highlandtrustpartners.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Andrea Oliver, CFP®

Owner and Lead Advisor North Park Financial Planning, LLC View Qualifications

Address: 5337 N Spaulding Ave., Chicago, IL 60625 United States
Phone: (773) 991-8284
Email: andrea@northparkfinancialplanning.com
Website: https://www.northparkfinancialplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Andrew Baxley, CFP®

The Planning Center View Qualifications

Address: 1367 E 52nd St. , Unit 1, Chicago, IL 60615 United States
Phone: (303) 591-7116
Email: andrewbaxley@theplanningcenter.com
Website: https://www.planningcenter.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Andrew Mitchell, CFP®

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 377-1177
Email: andrew.mitchell@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Andrew Sivertsen, CFP®, CeFT®, CAP®

Partner/Sr. Financial Planner The Planning Center Inc. View Qualifications

Address: 1615 Fifth Avenue, Moline, IL 61265 United States
Phone: (309) 797-4030
Fax: (309) 797-4026
Email: Andrew@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • Money Quotient Retreat 2014 Info
  • Veteran MQ Financial Life Planner Info
  • In-Depth Data Gathering & Goal Setting Info

Angela O'Neil

The Strebel Planning Group View Qualifications

Address: 944 Dryden Road, Ithaca, NY 14850 United States
Phone: 607.275.1275
Email: angela@strebelcpa.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering Info

Anil Gulrajani CFP®

Plan for Life View Qualifications

Address: B-608, Raj Sarita CHS Ltd., New Link Road, Mumbai, Maharashtra 400068 India
Phone: 91-9967031034
Email: anil@planforlife.in
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Ann Garcia, CFP®

Independent Progressive Advisors View Qualifications

Address: 1675 SW Marlow Ave., Suite 305, Portland, OR 97225 United States
Phone: (503) 536-7351
Email: ann@ipawealthmanagement.com
Website: http://www.ipawealthmanagement.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Anne B. Johnston, CFP®, CIMA®, ChSNC®

Managing Director, Wealth Advisor Created Wealth Advisory View Qualifications

Address: 4081 Redwood Avenue, Los Angeles, CA 90066 United States
Phone: 310.424.4011
Email: connect@createdwealth.com
Website: http://www.createdwealth.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info
  • Money Quotient Retreat 2016 Info
  • Money Quotient Retreat 2020 Info

Annie Book, CLTC, ChFC

North Star Resource Group View Qualifications

Address: 6500 SW Macadam Ave, Suite 375, Portland, OR 97239 United States
Phone: 503.423.2737
Email: annie.book@northstarfinancial.com
Website: http://www.northstarfinancial.com
  • Fundamentals of True Wealth™ Planning Info
  • First Step Cash Management System™ Info
  • Veteran MQ Financial Life Planner Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2016 Info

Ariadne Horstman, CFP®, RLP

Tamarind Financial Planning View Qualifications

Address: 530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301 United States
Phone: (650) 687-7089
Email: ariadne@tamarindfinancial.com
Website: https://tamarindfinancial.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info

Aries Jimenez, CFP®

San Diego Wealth View Qualifications

Address: 6390 Greenwich Dr., Suite 230, San Diego, CA 92122 United States
Phone: 858.270.7705
Fax: 858.777.9597
Email: aries@sandiegowealth.com
Website: https://www.sandiegowealth.com/
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Complete True Wealth™ Planning Tool Kit Info

Barry Betters, CFP®

Cornerstone Financial Planning View Qualifications

Address: 38 Union Wharf, Portlanfd, ME 04101 United States
Phone: 2077728133
Email: barry@cornerstoneplanning.com
Website: https://www.cornerstoneplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Becky Walsh, CFP®

Oak Maple Finance View Qualifications

Address: 35 King Street, Burlington, VT 05401 United States
Phone: 802-662-2880
Email: becky@oakmaple.com
Website: https://www.oakmaple.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Bethany Goodrich, CFP®, MBA

Cornerstone Financial Planning View Qualifications

Address: 38 Union Wharf, Portland, ME 04101 United States
Phone: (207) 650-6960
Email: bethany@cornerstoneplanning.com
Website: https://www.cornerstoneplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Beverly Barnes

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: beverly.barnes@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Beverly Whitman, CPA, CFP®

Whitman Wealth Management View Qualifications

Address: 466 Town Plaza Ave., Suite 330, Ponte Vedra, FL 32081 United States
Phone: (904) 436-5223
Email: beverly@whitmanwealth.com
Website: https://www.whitmanwealth.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Bill Nickles, AIFA®

Yellow Dog Financial View Qualifications

Address: 38 Vaughn Hill Rd., Bolton, MA 01740 United States
Phone: 508-472-0279
Email: bnickles@ydfinancial.com
Website: https://yellowdogfinancial.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Blake Price

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: b.price@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Brad Caldwell

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: brad.caldwell@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Bradley Hilton

Sonas Financial Planning View Qualifications

Address: 4189 Dunwood Ter, Atlanta, GA 30341
Phone:
Email: bradley@sonasfp.com
Website: https://www.sonasfp.com/
  • First Step Cash Management System™ Info

Breck Judd

Senior Financial Advisor SBSU Financial Services View Qualifications

Address: 1322 N Interstate Dr. , Floor #2, Cedar City, UT 84720 United States
Phone: (435) 586-4129
Email: breck.judd@ceterais.com
Website: https://www.sbsufinancial.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Brent Hunsberger, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison St., Suite 312, Portland, OR 97205 United States
Phone: 503.242.1715
Fax: 503.242.1808
Email: brent@silveroak.net
Website: http://www.silveroak.net
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Brent Lince, CFP®

CGN Advisors View Qualifications

Address: 1293 NE Parkside Dr, Hillsboro, OR 97124 United States
Phone: (971) 217-7537
Email: brent@lincefinancialplanning.com
Website: http://lincefinancialplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2020 Info
  • In-Depth Data Gathering & Goal Setting Info

Brian Tegtmeyer, CFP®

Truly Prosper Financial Planning, LLC View Qualifications

Address: 6605 Longshore Street, Columbus, Ohio 43017 United States
Phone: 614-259-7737
Email: brian@trulyprosperfp.com
Website: https://trulyprosperfp.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Caleb Brown

New Planner Recruiting View Qualifications

Address: 1860 Barnett Shoals Rd, Suite 103,PMB 445, Athens, GA 30605 United States
Phone: 888.666.1021
Fax: 888.666.1022
Email: cbrown@newplannerrecruiting.com
Website: http://www.newplannerrecruiting.com/
  • In-Depth Data Gathering Info

Cärin Viertel

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 2182490044
Email: carin.viertel@jnba.com
Website: https://jnba.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Cecilia Brown, CFP®

C. Beach Brown, LLC

Address: 1410 Forest Dr. , Suite 28, Annapolis, MD 21403 United States
Phone: (440) 990-0162
Email: ceciliabrown@securitiesmail.com
Website: https://www.cbeachbrown.com/

Cecilia Fleming, CFP®

Associate Financial Planner Kahler Financial Group View Qualifications

Address: 1010 9th Street, Suite 1, Rapid City, SD 57701 United States
Phone: 605-343-1400
Email: cecilia@kahlerfinancial.com
Website: https://kahlerfinancial.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Chanon MacDonald

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 377-1177
Email: chanon.macdonald@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Charlie Mattingly CFP®, MBA

Principal Leading Edge Financial Planning View Qualifications

Address: 6921 Office Park Circle, Knoxville, TN 37909 United States
Phone: (843) 847-7164
Email: charlie@leadingedgeplanning.com
Website: http://leadingedgeplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Chris Bradshaw

Cosca Pty, Ltd View Qualifications

Address: 35 Lannercost St., Ingham, Queensland Australia
Phone: (041) 425-1841
Email: cbradshaw@cosca.com.au
Website: https://cosca.com.au/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Chris Pollard, CFP®, MBA, EA

Principal Great Path Planning View Qualifications

Address: 10 Matthews St., Goshen, NY 10924 United States
Phone: (845) 397-7284
Email: chris.pollard@greatpathfp.com
Website: https://greatpathfp.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Chris Urban, CFP®, RICP®

Founder Discovery Wealth Planning, LLC View Qualifications

Address: 1660 International Dr., Suite 600, McLean, VA 22102 United States
Phone: 703-281-3735
Email: chris@discoverywp.com
Website: https://www.discoverywp.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Christi Van Rite

Owner White River Investments View Qualifications

Address: 1303 Deloney St., Austin, TX 78271 United States
Phone: (512) 809-0898
Email: christi@whiteriverinvestments.com
Website: https://www.whiteriverinvestments.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Christina Traurig CFP®, MBA

Cornerstone Financial Planning View Qualifications

Address: 210 Commerce Way, Suite 230, Portsmouth, NH 03801 United States
Phone: (603) 431-1133
Email: christina@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Christine Carlton

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: c.carleton@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Christine Haviaris, CPA

View Qualifications

Address: 2 Meda Pl. , Midland Park, NJ 07432 United States
Phone: (845) 640-1601
Email: chris@chrishaviaris.com
  • First Step Cash Management System™ Info

Christopher Castles CPA CFP® FAICD

Cosca Personal Wealth Pty Ltd View Qualifications

Address: PO Box 381, INGHAM, QLD 4850 Australia
Phone: 1800 283 895
Email: ccastles@cosca.com.au
Website: https://cosca.com.au/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Christopher Girbes-Pierce

Five Oceans Advisors View Qualifications

Address: 2719 4th St., Santa Monica, CA 90405 United States
Phone: 310.975.7073
Email: chris.girbes@fiveoceansadvisors.com
Website: https://fiveoceansadvisors.com/
  • First Step Cash Management System™ Info

Christopher Hill, CFP®, CeFT®

Ambient Financial Advisors View Qualifications

Address: 2919 Valmont Rd., Suite 109, Boulder, CO 80301 United States
Phone: 3037475688
Email: christopher.hill@ambientfinancialadvisors.com
Website: https://ambientfinancialadvisors.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Christopher Mastley, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 952-844-0995
Fax: 952-844-0996
Email: Chris.mastley@jnba.com
Website: https://jnba.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Cliff Taylor

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: cliff.taylor@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Corey Beal, CFP®

CEO & Director of Joy Empowering Finance View Qualifications

Address: 3924 SE 28th Ave, Portland, OR 97292 United States
Phone: 503-213-6463
Email: corey@empoweringfinance.com
Website: https://empoweringfinance.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Courtney Weber

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: c.weber@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Craig Reed

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: craig.reed@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Dan Blair

Regions Asset Management View Qualifications

Address: 400 W Capitol Ave., Floor 2, Little Rock, AR 72201 United States
Phone: (501) 371-7223
Email: dan.blair@regions.com
Website: https://www.regions.com/personal-banking
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Dan McIntosh CFP®

Selectpath Benefits & Financial View Qualifications

Address: 310‑700 Richmond Street, London, Ontario N6A 5C7 Canada
Phone: (519) 675-1177
Email: dmcintosh@selectpath.ca
  • In-Depth Data Gathering Info
  • In-Depth Data Gathering & Goal Setting Info

Dan Peters, CFP®

Prism Planning Partners, LLC View Qualifications

Address: 321 S Milwaukee Ave., Libertyville, IL 60048 United States
Phone: (847) 250-9870
Fax: (847) 250-9870
Email: dan@prismplanningpartners.com
Website: https://prismplanningpartners.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Daniel Johnson, CFP®

Forward Thinking Wealth Management View Qualifications

Address: 1700 W. Market St., #192, Akron, OH 44313 United States
Phone: (330) 835-6205
Email: dan@forwardthinkingwm.com
Website: https://forwardthinkingwm.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Danielle Howard, CFP®

Wealth By Design View Qualifications

Address: 76 Eagle Claw Circle, Glenwood Springs, CO 81601 United States
Phone: 970.927.3909
Email: danielle@wbd4u.com
Website: http://www.WealthByDesign4U.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering Info
  • Veteran MQ Financial Life Planner Info

Darren Beck

Financial Planner Pathway Financial Advisors View Qualifications

Address: 2000 Riveredge Parkway, Suite 640, Atlanta, GA 30328 United States
Phone: 4048124979
Email: dbeck@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Darryl L. Edmonds

Partner, Founder, and Chairman CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153771951
Fax: 6158508073
Email: darryl.edmonds@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

David Hicok, CHFC

President Hicok Financial Solutions View Qualifications

Address: 1101 Dove Street, #100, Newport Beach, CA 92660
Phone:
Email: david@hicokfinancial.com
  • First Step Cash Management System™ Info

David Wargin

Liberty Financial Group, Inc. View Qualifications

Address: 700 Pilgrim Parkway, Suite 300, Elm Grove, WI 53122 United States
Phone: 262.785.1377
Fax: 262.785.6655
Email: david@lfgwi.com
Website: http://www.lfgwi.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Money Quotient Retreat 2014 Info
  • In-Depth Data Gathering & Goal Setting Info

Dean Pratt

Cosca Pty, Ltd View Qualifications

Address: 3/35 Vanessa Blvd, Springwood, Queensland, 4217 Australia
Phone: 614 33 079 579
Email: dpratt@cosca.com.au
Website: https://cosca.com.au/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Deanna Sicking

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: d.sicking@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Debbie Gallant, CFP®, RLP, ChFC, RICP

Principal and Lead Advisor Gallant Financial Planning, LLC View Qualifications

Address: 13001 Cleveland Dr., Rockville, MD 20850 United States
Phone: (301) 461-8492
Email: debra@gallantfp.com
Website: https://www.gallantfp.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Debbie Macintosh

Quest Financial Coaching View Qualifications

Address: 1985 Riviera Dr., Suite 103, Mount Pleasant, SC 29464
Phone:
Email: dmacintosh58@gmail.com
  • First Step Cash Management System™ Info

Denise Tuemmler, CFP ®, MBA

Protected Investors of America View Qualifications

Address: 1550 Parkside Dr., Ste. 205, Walnut Creek, CA 94596 United States
Phone: 925-746-0502
Email: dtuemmler@protectedinvestors.com
Website: https://www.protectedinvestorswc.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info
  • Money Quotient Retreat 2020 Info

Dillon Cobb, CPA, CFP®

President Simply Human Advisors View Qualifications

Address: 282 Butterfield Trail Rd. , Tuscola, TX 79562 United States
Phone: (325) 665-8600
Email: dillon@simplyhumanadvisors.com
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Drew Digby

Financial Planner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691406
Email: drew.digby@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Durell Buzzini

View Qualifications

Address:
Phone:
Email: durell.buzzini@ubs.com
  • First Step Cash Management System™ Info

Elise Huston, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 2182490044
Email: elise.huston@jnba.com
Website: https://jnba.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Eric Johnson

Chief Executive Officer Personal Benefit Services Wealth Management View Qualifications

Address: 7674 Grandview Avenue, Suite 200, Arvada, CO 80002 United States
Phone: 303.424.100
Fax: 3034208082
Email: eric.johnson@pbswm.com
Website: http://www.pbswm.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info

Eric Kies, CFP®, AIFA, CRPS

The Planning Center View Qualifications

Address: 1615 5th Avenue, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: eric@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of True Wealth™ Planning Info
  • First Step Cash Management System™ Info
  • In-Depth Data Gathering & Goal Setting Info

Eric Rodriguez, CFP®

Founder Wealthbuilders View Qualifications

Address: 704 J St., San Diego, CA 92101 United States
Phone: (408) 647-0518
Email: eric@wealthbllc.com
Website: https://wealthbllc.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Erik C. Milam CFP®, RLP®

Partner, Financial Planner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Nashville, TN 37027-1015 United States
Phone: 615-369-1423
Fax: 615-850-8109
Email: erik.milam@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info
  • Money Quotient Retreat 2020 Info

Evan Shorten, CFP®

President and Founder Paragon Financial Partners View Qualifications

Address: 5850 Canoga Avenue, Suite 400, Woodland Hills, CA 91367 United States
Phone: 310.557.1515
Email: evan@paragonfinancialpartners.com
Website: http://www.paragonfinancialpartners.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Veteran MQ Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Gathering 2015 Info

Francisco Ayala, CFA, MBA

The Coleridge Group View Qualifications

Address: 11811 N Tatum Blvd., Suite 3031, Phoenix, AZ 85028 United States
Phone: 623-252-6661
Email: francisco@coleridgegroup.com
Website: https://www.coleridgegroup.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Fritz Brauner

President The Brauner Company View Qualifications

Address: 333 Twin Dolphin Dr., Ste 225, Redwood City, CA 94065 United States
Phone: 650.574.0800
Fax: 650.574.7282
Email: fritz@braunercompany.com
Website: http://www.braunercompany.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2014 Info

Gary Birdsall, Jr. CFP®, JD

Hassell Wealth Management View Qualifications

Address: 300 Lafayette St., Suite 200, Houma, LA 70360 United States
Phone: 985-868-9881
Email: gary@hassellwealth.com
Website: https://www.hassellwealth.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Gary Dean

CEO CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Nashville, TN 37027-1015 United States
Phone: (615) 369-1411
Email: gary.dean@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Georgina Loxton CFA

Founder Liberty Wealth View Qualifications

Address: 10 Market Street, Suite 924, Camana Bay, Grand Cayman KY1-9006 Cayman Islands
Phone: (345) 516-2695
Email: georgie@libertywealth.ky
Website: http://www.libertywealth.ky/
  • First Step Cash Management System™ Info

Gregg Clarke, CFP®

Meritas Wealth Management, LLC View Qualifications

Address: 100 Larkspur Landing Circle, Suite #110, Larkspur, CA 94939 United States
Phone: 415.300.4560
Fax: 415.461.4022
Email: gregg@meritaswealth.com
Website: http://www.meritaswealth.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2016 Info

Gretchen Cole

Pearl Wealth View Qualifications

Address: 915f NW 19th Ave., Portland, OR 97209 United States
Phone: (503) 784-5209
Email: gretchen@pearlwealthllc.com
Website: https://pearlwealthllc.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Guy Clanton

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: g.clanton@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Haley Grotbeck

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 2182490044
Email: Haley.Grotbeck@JNBA.com
Website: https://jnba.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Hannah Lindell

Associate CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 615-277-9472
Fax: 615-522-5392
Email: hannah.lindell@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Hans Manseth, CFP®

Investment adviser Representative Equity Services, Inc. View Qualifications

Address: 825 NE Multnomah, Suite 1150, Portland, OR 97232-2170 United States
Phone: 503.227.4817 xt3033
Fax: 503.227.0971
Email: hans@hjamfinancial.com
Website: http://www.equity-services.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Heather Spencer

Sr. Wealth Advisor & Shareholder Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd, Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: h.spencer@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Hugues Rivard, CFP®

Financial Life Focus View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039-4903 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: hrivard@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Veteran MQ Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Empowering Change Info
  • Money Quotient Retreat 2006 Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2016 Info
  • Money Quotient Retreat 2018 Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2020 Info

Iris Nguyen

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 6503259044
Fax: 6503259044
Email: iris@wealtharchitects.com
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info

J.J. Sessions

The Planning Center, Inc View Qualifications

Address: 7084 E. Fish Lake Road, Osseo, MN 55311 United States
Phone: 763.494.0095
Fax: 763.374-8874
Email: JJ@theplanningcenter.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2016 Info

Jacob Rothman, CFPⓇ, CPA, CFA

Portfolio Manager Rothman Investment Management View Qualifications

Address: 9700 El Camino Real, #302, Atascadero, CA 93422 United States
Phone: (805) 286-6378
Email: jake@rothmaninvest.com
Website: http://www.rothmaninvest.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2020 Info

Jane MacDonald

Financial Planner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: jane.macdonald@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Jane Mepham, CFP®

Founder & Principal Advisor Elgon Financial Advisors, LLC View Qualifications

Address: 5900 Balcones Dr., Suite 4040, Austin, TX 78731 United States
Phone: (512) 609-0084
Email: jane@elgonfa.com
Website: https://elgonfa.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Janel Carroll, CPA, CFP®, CDFA

Wealth Advisor & Principal Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: j.carroll@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info

Jay Burchfield

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: jay.burchfield@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Jayden Swarbrick

Cosca Pty, Ltd View Qualifications

Address: 35 Lannercost St., Ingham, Queensland Australia
Phone: 0407 483 779
Email: jswarbrick@cosca.com.au
Website: https://cosca.com.au/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Jed Petty CPA, CFP

RisingTide Financial View Qualifications

Address:
Phone:
Email: jed@risingtidefinancial.net
  • First Step Cash Management System™ Info

Jeff Ashford, CFP®

Access Financial Resources, Inc. View Qualifications

Address: 3621 NW 63rd, Suite A-1, Oklahoma City, OK 73116 United States
Phone: 405.848.9826 ext. 312
Email: jeff@afradvice.com
Website: http://www.afradvice.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info
  • Money Quotient Retreat 2016 Info

Jefferson Adcock

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: jefferson.adcock@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Jenna VanLeeuwen, CFP®

Aligning Wealth View Qualifications

Address: 367 3rd St., Apt 303, Jersey City, NJ 07302 United States
Phone: (910) 619-8986
Email: jenna@aligningwealth.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Jeremy Levinn, CFP®

President Financial Life Focus, LLC View Qualifications

Address: 2400 Market St, Suite 200, Philadelphia, PA 19103 United States
Phone: 973.533.0666
Email: jlevinn@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
  • Fundamentals of True Wealth™ Planning Info
  • Money Quotient Retreat 2014 Info
  • Money Quotient Gathering 2015 Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2016 Info
  • Money Quotient Retreat 2018 Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2020 Info

Jeremy Pooley

Timeous Lifestyle Financial Planning Limited View Qualifications

Address: The Stables Streatley Road Sundon, Luton Bedforshire, LU3 3PH United Kingdom
Phone: 44 791-691-3958
Email: jeremy.pooley@timeous.co.uk
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Jerry Sutton

Sutton Advisors, PLC View Qualifications

Address: 2201 E. Grand River Avenue, Lansing, MI 48912-3296 United States
Phone: 517.487.5555
Email: jerry@suttonadvisors.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info

Jessica Hillman

Wealth Advisor Echo Collaborative View Qualifications

Address: 1202 NE McClain Road, Bentonville, AR 72712 United States
Phone: 479-282-1886
Email: jessica@echocollaborative.com
Website: https://www.dowealthdifferent.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Jessica M. Howe, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison St., Suite 312, Portland, OR 97205 United States
Phone: 503.242.1715
Email: jessi@silveroak.net
Website: http://www.silveroak.net
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Gathering 2015 Info

Jim Ries, CRPC®, AIF®

North Star Resource Group View Qualifications

Address: 2701 University Avenue S.E., Minneapolis, MN 55414-3233 United States
Phone: 612-617-6094
Fax: 612-256-3094
Email: jim.ries@northstarfinancial.com
Website: https://www.northstarfinancial.com/advisors/jim-ries/
  • First Step Cash Management System™ Info

Joan Gilles, CRPC, CLU, ChFC

Financial Advisor & Coach Financial Planning Partners, LLC View Qualifications

Address: 701 4th Avenue South, Suite 1500, Minneapolis, MN 55415 United States
Phone: 612.436.3733
Fax: 612 313-7474
Email: jgilles@financialplanpartners.com
Website: http://www.financialplanpartners.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info

Joanne Burke, CFP®, CPA/PFS, MS TAX

Birch Street Financial Advisors View Qualifications

Address: 705 Birch St. SW, Vienna, VA 22180 United States
Phone: (703) 319-8778
Fax: 703-319-8870
Email: joanne@birchstreetadvisors.com
Website: http://www.birchstreetadvisors.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

John Evans CPA/PFS, CFP®

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200 , Cincinnati, OH 45242 United States
Phone: (513) 792-6648
Email: j.evans@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

John Sabourin, CFP®, FLMI, RRC

Owner Selectpath Benefits & Financial View Qualifications

Address: 310‑700 Richmond Street, London, Ontario N6A 5C7 Canada
Phone: 1‑888‑327‑5777
Email: John@selectpath.ca
Website: https://selectpath.ca/
  • In-Depth Data Gathering Info
  • In-Depth Data Gathering & Goal Setting Info

John Simkins

Stewardship Advisors, LLC View Qualifications

Address: 321 W.Main St., Mount Joy, PA 17552 United States
Phone: 717-492-4787
Email: jsimkins@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

John Sinclair

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: john.sinclair@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Johnny Roland

View Qualifications

Address:
Phone:
Email: jroland925@gmail.com
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2016 Info
  • Money Quotient Retreat 2018 Info
  • Money Quotient Retreat 2020 Info
  • First Step Cash Management System™ Info

Jonas Merrill, CFP®

Founder and Financial Planner Pathlight Financial Planning LLC View Qualifications

Address: 6213 N Haight Ave., Portland, OR 97217 United States
Phone: 9713572197
Email: jonas@pathlightfinancialplanning.com
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Jonathan Corrigan, CFP®

Certified Financial Planner® Corrigan Financial Group Inc. View Qualifications

Address: 103 - 418 St. Paul St., Kamloops, BC V2C 2J6 Canada
Phone: (250) 574-8077
Fax: 2503744620
Email: jon@Corriganfinancial.com
Website: https://corriganfinancial.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Jonathan Smith, CFP®

Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market St., South Burlington, VT 05403 United States
Phone: (802) 660-7086
Email: jonathan@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
  • Fundamentals of True Wealth™ Planning Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2020 Info
  • In-Depth Data Gathering & Goal Setting Info

Jonathan West

College Funding Group, LLC View Qualifications

Address: 3761-A Westerre Pkwy, Richmond, VA 23233
Phone:
Email: jwest@collegefundinggroup.com
  • First Step Cash Management System™ Info

Joseph Kuo

Financial Life Focus LLC View Qualifications

Address: 39899 Balentine Drive, Suite 200, Newark, CA 94560 United States
Phone: (650) 235-5847
Email: jkuo@financial-lifefocus.com
  • Fundamentals of True Wealth™ Planning Info
  • Money Quotient Retreat 2020 Info
  • In-Depth Data Gathering & Goal Setting Info

Josh Fendley

Regions Asset Management View Qualifications

Address: 400 W Capitol Ave., Floor 2, Little Rock, AR 72201 United States
Phone: (501) 371-7262
Email: josh.fendley@regions.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Joshua Medvidofsky

CFP®, MBA, AIF® MG Financial Advisors View Qualifications

Address: 914 Wyoming Ave, Billings, MT 59101
Phone: 406-294-3080
Email: josh@mgfinancialadvisors.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2020 Info

Joshua St. Laurent, CFP® CFT-I™

Wealth in Yourself View Qualifications

Address: 3079 Harrison Ave, STE 5, South Lake Tahoe, CA 96150 United States
Phone: 9164262343
Email: josh@wealthinyourself.com
Website: https://www.wealthinyourself.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Jude Boudreaux, CFP®

The Planning Center Inc. View Qualifications

Address: 3000 St. Charles, #411, New Orleans, LA 70115 United States
Phone: (504) 610-5833
Email: jude@theplanningcenter.com
Website: https://www.theplanningcenter.com/
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Justin Berry CFP®, CSLP®, RICP®

Financial Planner, Partner, Medical Division Member North Star Resource Group View Qualifications

Address: 6500 SW Macadam Ave., #375, Portland, OR 97239 United States
Phone: (503) 423-2736
Email: justin.berry@northstarfinancial.com
Website: https://www.northstarfinancial.com/find_an_advisor/justin-berry
  • First Step Cash Management System™ Info

Justin D. Krane, CFP®, CIMA®

President Krane Financial Solutions View Qualifications

Address: 5023 North Parkway Calabasas, Calabasas, CA 91302 United States
Phone: 310-989-0934
Fax: 888.556.8537
Email: justin@kranefinancialsolutions.com
Website: http://www.kranefinancialsolutions.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Veteran MQ Financial Life Planner Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2014 Info

Justus Morgan, CFP®, EA, RICP®

Financial Service Group, Inc View Qualifications

Address: 4812 Northwestern Avenue, Mount Pleasant, WI 53406 United States
Phone: 262.554.4500
Fax: 262.554.1907
Email: justus@toyourwealth.com
Website: http://www.toyourwealth.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Kacy Gott

Meritas Wealth Management, LLC View Qualifications

Address: 100 Larkspur Landing Circle, Suite 110, Larkspur, CA 94939 United States
Phone: 415-300-4560
Fax: 415-461-4022
Email: kacy@meritaswealth.com
Website: http://www.meritaswealth.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Karen Ritchie

Karen Ritchie Financial Planning View Qualifications

Address: High Riseden Tidebrook Wadhurst, East Sussex, TN5 6PA United Kingdom
Phone: +44 7769 200527
Email: karen@karenritchie.co.uk
Website: https://karenritchie.co.uk
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Karl Furno

Mosaic Wealth Management Group View Qualifications

Address: 1500 Town Plaza Court, Winter Springs, FL 32708 United States
Phone: 407.622.7526
Email: kfurno@mosaic-wealth.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • First Step Cash Management System™ Info
  • In-Depth Data Gathering & Goal Setting Info

Kate Brownstein

Truepoint Wealth Counsel, LLC View Qualifications

Address: 4901 Hunt Rd., Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: k.brownstein@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Kathy Longo, CFP®, CAP, CDFA

Flourish Wealth Management View Qualifications

Address: 3300 Edinborough Way Suite 420, Edina, MN 55435 United States
Phone: (952) 392-4474
Email: klongo@flourishwm.com
Website: http://flourishwealthmanagement.com/
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info

Katie Hagedorn, CFP®, CRPC®

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd. , Suite 260, Decatur, GA 30033 United States
Phone: (470) 357-2853
Email: katiehagedorn@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Katie Hebert, MBA, CFP®

Hassell Wealth Management View Qualifications

Address: 300 Lafayette St, Ste 200, Houma, LA 70360 USA
Phone: 985-746-1865
Email: katie@hassellwealth.com
Website: https://www.hassellwealth.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Kaya Ladejobi, CFP®

Earn Into Wealth Strategies LLC View Qualifications

Address: 1460 Broadway, New York, NY 10036
Phone: (646) 494-6220
Email: kaya@earnintowealth.com
Website: https://www.earnintowealth.com
  • First Step Cash Management System™ Info

Kelley Evans, RIPC®

Branch Manager Raymond James View Qualifications

Address: 6161 S.Syracuse Way, Suite 360, Greenwood Village, CO 80111 United States
Phone: (303) 221-2033
Fax: 720-738-1699
Email: kelley.evans@raymondjames.com
Website: https://www.evans-financial.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Kelly Klingaman CFP®, RLP®

Founder & Financial Planner Kelly Klingaman Financial Planning View Qualifications

Address: 11314 Aden Ct, Austin, TX 78739
Phone:
Email: kelly@kkfp.co
  • First Step Cash Management System™ Info

Keval Sangoi, CA

Financial Planner Fee Only Investment Advisers, LLP View Qualifications

Address: 702, Madhava Building, near Family Court, E Block, BKC, Bandra East, Mumbai, Maharashtra 400051 India
Phone: 919821024892
Email: keval@feeonlyia.com
Website: http://feeonlyia.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Kevin Gormley CFP®, CPA, PFS

Leading Edge Financial Planning View Qualifications

Address: 6921 Office Park Circle, Knoxville, TN 37909 United States
Phone: 8438477164
Email: kevin@leadingedgeplanning.com
Website: http://leadingedgeplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Kevin J. Gardenier, CFP®, CDFA®, CMFC®

Founder Purposeful Wealth Strategies View Qualifications

Address: 5070 Cascade Road SE, Ste. 100, Grand Rapids, MI 49546 United States
Phone: (616) 855-8649
Fax: 616-956-7135
Email: kevin.gardenier@lpl.com
Website: https://www.purposefulwealthstrategies.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Completed Implementation Consultation Program Info
  • Money Quotient Gathering 2019 Info

Kevin Mitchell

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: kevin.mitchell@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Kevin Reincastle

Cosca Pty, Ltd View Qualifications

Address: 4/278 Ross River Road, Aitkenvale, Australia
Phone: 1800-283-895
Email: kreincastle@cosca.com.au
Website: https://cosca.com.au/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Kirsten Ismail

View Qualifications

Address:
Phone:
Email: kirsten.ismail@ubs.com
  • First Step Cash Management System™ Info

Ko Vasan, AFA

Optimal Care Ltd View Qualifications

Address: PO BOX 11676, Auckland, Ellerslie 1051 New Zealand
Phone: 021469500
Email: kovasan@yahoo.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Kori Allen, CFP®

CEO Pearl Wealth View Qualifications

Address: 915f NW 19th Ave., Portland, OR 97209 United States
Phone: (503) 223-2539
Fax: (503) 477-5216
Email: kori@pearlwealthllc.com
Website: https://pearlwealthllc.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Larson Patty, CFP®

Rothman Investment Management View Qualifications

Address: 9700 El Camino Real, Suite 302, Alascadero, CA 93422 United States
Phone: (805) 704-8818
Email: larson@rothmaninvest.com
Website: https://rothmaninvest.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

LaRue McIntyre

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: larue.mcintyre@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Laura Barry

Managing Director Wealthspire Advisors View Qualifications

Address: 330 East Kilbourn Avenue, Suite 1219, Milwaukee, Wisconsin 53202-5000 United States
Phone: 4143244917
Email: laura.barry@wealthspire.com
Website: https://www.wealthspire.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Laura Rotter, CFA, MBA, CFP®

True Abundance Advisors View Qualifications

Address: 500 Mamaroneck Ave., Suite 320, Hudson, NY 10528 United States
Phone: 914-222-0832
Email: Laura@TrueAbundanceAdvisors.com
  • Fundamentals of True Wealth™ Planning Info
  • First Step Cash Management System™ Info
  • In-Depth Data Gathering & Goal Setting Info
  • Completed Implementation Consultation Program Info

Laura Ryan, CFP®

Morris Financial Concepts View Qualifications

Address: 409 Coleman Blvd, STE 100, Mt. Pleasant, SC 29464 USA
Phone: 843-884-6192
Email: laura.ryan@mfcplanners.com
Website: https://www.mfcplanners.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Leanne Fee, FPQP

Stewardship Advisors, LLC View Qualifications

Address: 321 W.Main St., Mount Joy, PA 17552 United States
Phone: 717-492-4787
Email: lfee@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Lee Shertzer, CFP®

Stewardship Advisors, LLC View Qualifications

Address: 321 W.Main St., Mount Joy, PA 17552 United States
Phone: 717-492-4787
Email: lshertzer@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Lev Mandel

Protected Investors of America View Qualifications

Address: 1550 Parkside Dr., Suite 260, Walnut Creek, CA 94596 United States
Phone: 9256896103
Email: lmandel@protectedinvestors.com
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2020 Info

Liz deSousa, CFP®, CDFA®

Senior Client Advisor Running Point Capital Advisors View Qualifications

Address: 101 North PCH, Suite 305, Suite 200, El Segundo, CA 90245 United States
Phone: (424) 502-3509
Email: liz@runningpointcapital.com
Website: https://runningpointcapital.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Liz Niehaus

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: l.niehaus@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Lucas Cox

The Lighthouse Planning Co View Qualifications

Address: 321 W. St., Ste A2, Russellville, AR 72801
Phone:
Email: lucas@mylighthouseplan.com
  • First Step Cash Management System™ Info

Lucas Traxler, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 9528440995
Email: lucas.traxler@jnba.com
Website: https://jnba.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Mackenzie Arsenault, CFP®

Cornerstone Financial Planning View Qualifications

Address: 70 Center Street, 2nd Level, Portland, ME 04101 United States
Phone: 207.772.8133
Email: mackenzie@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mackenzie Martin

Medical Professionals Financial Group DBA Catalyst Advisory Group View Qualifications

Address: 1800 Blankenship Rd., Office Suite 200 Executive Suite 215, West Linn, OR 97068 United States
Phone: 206-719-6923
Email: mbmartin@catalystadvisor.com
Website: http://www.medicalpfg.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering Info

Marjorie A. Burnett, JD, CPA, CFP®, RLP®

NAPFA-Registered Financial Advisor MAB Financial Planning View Qualifications

Address: 2739 North Radford Street, Arlington, VA 22207 United States
Phone: 703.528.3205
Email: mq@mabfinancial.com
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info

Mark Brinser, CFP®

Stewardship Advisors, LLC View Qualifications

Address: 321 W.Main St., Mount Joy, PA 17552 United States
Phone: (717) 492-4787
Email: mbrinser@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mark Cross, AIF®

Managing Partner Highland Trust Partners View Qualifications

Address: 1077 Baxter Street, Suite 600, Athens, GA 30606 United States
Phone: (706) 850-4965
Email: mark.cross@highlandtrustpartners.com
Website: http://www.highlandtrustpartners.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mark Dale Mazur

San Diego Wealth Management View Qualifications

Address: 6390 Greenwich Dr., Suite 230, San Diego, CA 92122 United States
Phone: (858) 270-7705
Email: mark@sandiegowealth.com
Website: https://www.sandiegowealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info

Mark T. Johnsen, CEO

Chief Wealth Architect Wealth Architects, LLC View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 650.325.9044
Fax: 650.325.9047
Email: mark@wealtharchitects.com
Website: http://www.wealtharchitects.com
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info

Martin Bassett, CFP®, CLU, CHFC®, RICP

CEO, Founder Bassett Financial Advisors View Qualifications

Address: 5732 Coventry Ln., Fort Wayne, IN 46804 United States
Phone: (260) 432-6555
Email: martin.bassett@bassettfa.com
Website: https://www.bassettfa.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Martin Kurtz, CFP®

The Planning Center View Qualifications

Address: 1615 5th Avenue, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: marty@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of True Wealth™ Planning Info
  • First Step Cash Management System™ Info
  • Veteran MQ Financial Life Planner Info
  • Empowering Change Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Gathering 2015 Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2016 Info
  • Money Quotient Retreat 2018 Info
  • Money Quotient Retreat 2020 Info

Mary Clapp

Associate Planner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: mary.clapp@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Mary Holmes

Gather Financial Planning View Qualifications

Address: 19 Northbrook Dr., Falmouth, ME 04015 United States
Phone: (207) 318-4607
Email: mholmes@gatherfp.com
Website: https://www.gatherfinancialplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Matt Bader

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: matt.bader@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Matt Elliott CFP®

J.F. Williams Co., Inc. View Qualifications

Address: 1120 Lincoln St, STE 1603, Denver, CO 80203 USA
Phone: 303-753-4506
Email: matt@jfwco.com
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info

Matt Knoll, CFP®

The Planning Center Inc. View Qualifications

Address: 1615 Fifth Avenue, Moline, IL 61265 United States
Phone: 309-797-4030
Email: mattk@theplanningcenter.com
Website: https://www.theplanningcenter.com/
  • First Step Cash Management System™ Info
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Gathering 2019 Info

Matthew Hannum, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: mhannum@sterlingadvice.com
Website: http://www.sterlingadvice.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Matthew Sivertsen, CFP®

The Planning Center View Qualifications

Address: 1701 River Drive, Suite 300, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: matt@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of True Wealth™ Planning Info
  • First Step Cash Management System™ Info
  • Empowering Change Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2016 Info

Megan Buchanan, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison St., Suite 312, Portland, OR 97205 United States
Phone: 503.242.1715
Email: megan@silveroak.net
Website: https://www.silveroak.net/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Melissa Ballard, CFP®

PYA Waltman Capital, LLC View Qualifications

Address: 1402 Ebenezer Rd., Knoxville, TN 37922 United States
Phone: 865.693.6301
Fax: 865.693.6302
Email: mballard@pyawaltman.com
Website: http://www.pyawaltman.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Michael A. Branham, CFP®

Financial Planner The Planning Center, Inc View Qualifications

Address: 310 K Street, Suite 405, Anchorage, AK 99501 United States
Phone: 907.276.1400
Email: mike@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of True Wealth™ Planning Info
  • First Step Cash Management System™ Info
  • In-Depth Data Gathering & Goal Setting Info

Michael A. Branham, CFP®

Financial Planner The Planning Center, Inc. View Qualifications

Address: 1407 West 31st Ave, Ste. 303, Anchorage, AK 99503 United States
Phone: 763.494.8791
Fax: 763.374.8874
Email: mike2@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Michael Frie, CFP®

Personal Benefit Services Wealth Management View Qualifications

Address: 5620 Ward Road, Suite 100, Arvada, CO 80002 United States
Phone: 303.424.2100
Email: Michael.frie@pbswm.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info

Michael Goldman

Gather Financial Planning View Qualifications

Address: 19 Northbrook Dr., Falmouth, ME 04015 United States
Phone: (207) 781-3500
Email: support@gatherfp.com
Website: https://www.gatherfinancialplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Michael K. Babcock, CFP®

Legacy Consulting Group View Qualifications

Address: 5000 Legacy Dr., Suite 450, Plano, Texas 75024 United States
Phone: 972.599.4750
Fax: 972.599.4750
Email: mbabcock@legacyconsultinggroup.com
Website: http://www.legacyconsultinggroup.com
  • First Step Cash Management System™ Info

Michael Mustian, CFP®, CKA®

Certified Financial Planner® Carolina Retirement Solutions View Qualifications

Address: 4520 Mint Hill Village Ln, Suite 105, Mint Hill, NC 28227 United States
Phone: (704) 545-9502
Email: michael@wisewayadvisors.com
Website: https://www.carolina-retire.com/
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info

Michael Schell, CFP®

Financial Planner Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market St., Burlington, VT 05403 United States
Phone: 802-660-7086
Email: mike@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Michael Whaley

Selectpath Benefits & Financial View Qualifications

Address: 579 Piccadilly St, London, Ontario N5Y 3G9 Canada
Phone: (519) 282-9040
Email: mwhaley@selectpath.ca
  • In-Depth Data Gathering Info
  • In-Depth Data Gathering & Goal Setting Info

Michael Whitehead CFA, CFP®

Principal Hutchison Whitehead Wealth Management, LLC View Qualifications

Address: 1800 Main Street, Suite 220, Canonsburg, PA 15317 United States
Phone: 724.873.8755
Fax: 412.774.1644
Email: mwhitehead@hwwealth.com
Website: http://www.hwwealth.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Michelle Deal

White River Investments View Qualifications

Address: 1401 Laveca St., PMB 40845, Austin, TX 78701 United States
Phone: (512) 660-8268
Email: michelle@whiteriverinvestments.com
Website: https://www.whiteriverinvestments.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Mickey Jacobs

Partner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153701302
Email: mickey.jacobs@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Mikael Jacobs

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: mikael.jacobs@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Mike Lynch, CFP®

Money Matters of America, Inc View Qualifications

Address: 1792 Bell Tower Ln., Weston, FL 33326 United States
Phone: 9544231936
Fax: 9546063800
Email: mike@moneymattersofamerica.com
Website: https://www.mlwealth.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mindy F. Davis, CFP ® CDFA ®

Cornerstone Wealth Planning View Qualifications

Address: 79 Main St. , Auburn, ME 04210 United States
Phone: 207-376-3160
Email: mindydavis@cornerstonewp.com
Website: https://www.cornerstonewp.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mollie Korenstein, CFP®

Financial Life Focucs View Qualifications

Address: 70 S. Orange Ave., #245, Livingston, NJ 07039 United States
Phone: 973-533-0666
Email: mkorenstein@financial-lifefocus.com
Website: https://financial-lifefocus.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Narumi Yoshida, CPA/PFS, CFP®, EA

Yoshida Wealth Management, Inc View Qualifications

Address: PO Box 529, White Plains, NY 10602 United States
Phone: (646) 775-0655
Email: nyoshida@yoshidawealth.com
Website: https://www.yoshidawealth.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Natalie Wagner, CFRC

Money Wellness Coach Vital Financials LLC View Qualifications

Address: 191 University Boulevard, #234, Denver, CO 80206 United States
Phone: 303.507.9250
Fax: 303.733.2364
Email: nataliep.wagner@vitalfinancials.com
Website: http://www.vitalfinancials.com
  • First Step Cash Management System™ Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Gathering 2019 Info
  • Money Quotient Retreat 2018 Info

Nate Johnson

Truepoint Wealth Counsel, LLC View Qualifications

Address: 4901 Hunt Rd., Suite 200, Cincinnati, OH 45242 United States
Phone: 513-792-6648
Email: n.johnson@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Nicholas A. Nicolette, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: nnicolette@sterlingadvice.com
Website: http://www.sterlingadvice.com
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2014 Info

Nick Nauta

Shotwell Rutter Baer View Qualifications

Address: 6350 W Michigan Ave, Suite 200, Lansing, MI 48917 United States
Phone: 517-321-4832
Email: nnauta@srbadvisors.com
Website: https://www.srbadvisors.com
  • Fundamentals of True Wealth™ Planning Info
  • First Step Cash Management System™ Info

Nick Scheibel, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 9528440995
Email: Nick.Scheibel@JNBA.com
Website: https://jnba.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Nicole Robinson, CFP®

Cosca Pty, Ltd View Qualifications

Address: PO Box 1184, Ingham, Aitkenvale, Queensland Australia
Phone: (041) 275-2451
Email: nrobinson@cosca.com.au
Website: https://cosca.com.au/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Nicole Sullivan

Financial Planner Prism Planning Partners View Qualifications

Address: 321 S. Milwaukee Ave, Libertyville, IL 60048 United States
Phone: 8472506192
Email: nicole@prismplanningpartners.com
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info

Noel Silker, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 9528440995
Email: Noel.silker@jnba.com
Website: https://jnba.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Oscar Alvarez CFP®

Owner Pathway Financial Planning, Inc View Qualifications

Address: 780 Pilot House, Ste 100C, Newport News, VA 23601 United States
Phone: (757) 595-4588
Email: oscar@pathwayfp.net
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Pam Bergeson, RLP

Tailwind Financial Planning View Qualifications

Address: 15208 Gulf Blvd. , #306, Madeira Beach, FL 33708 United States
Phone: (609) 257-8844
Email: Pam@tailwindfp.com
Website: https://tailwindfp.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Pat Phillips, CFP®

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 650.325.9044
Fax: 650.325.9047
Email: pat@wealtharchitects.com
Website: http://www.wealtharchitects.com/
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info

Paul Strebel

The Strebel Planning Group View Qualifications

Address: 944 Dryden Road, Ithaca, NY 14850 United States
Phone: 607.275.1275
Email: paul@strebelcpa.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering Info

Philip Henninger

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: philip.henninger@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Randy Lee

CFP, Partner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 615-369-1430
Email: randy.lee@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Raquel Hinman, CFP®, CDFA®

Founder & Principal Hinman Financial Planning, Inc View Qualifications

Address: PO BOX 1158, 568 Briggs St., Erie, CO 80516-1158 United States
Phone: (720) 460-0908
Email: raquel@hinmanfp.com
Website: https://hinmanfp.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Rebecca Cherman

Associate CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691438
Email: rebecca.cherman@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Richard Jackson, CFP®

Jackson & Associates, Inc. View Qualifications

Address: 8300 Carmel Ave. NE, Ste. 202, Albuquerque, NM 87122 United States
Phone: 505-944-8404
Fax: 505-369-1925
Email: richard@jacksonrfw.com
Website: http://www.JacksonRFW.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Richard Taborda, CFP®, CIMA®, RICP®

President LBT Wealth Management, LLC View Qualifications

Address: 33 Wood Ave. South, Suite 600, Iselin, NJ 08830 United States
Phone: 732.479.1730
Fax: 732.479.1734
Email: rtaborda@lbtwealth.com
Website: http://www.lbtwealth.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Completed Implementation Consultation Program Info
  • First Step Cash Management System™ Info

Rick Kahler, MSFP, ChFC

Kahler Financial Group View Qualifications

Address: 1010 9th Street, Suite 1, Rapid City, SD 57701 United States
Phone: 605.343.1400
Fax: 605.721.0194
Email: rick@kahlerfinancial.com
Website: http://www.kahlerfinancial.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info

Robb Severdia

Financial Planner Nest Financial Planning, LLC View Qualifications

Address: 4105 Stonegate Dr, Hood River, OR-Oregon 97031 United States
Phone: 5037899411
Email: robb@nestfinancialplanning.com
Website: http://www.nestfinancialplanning.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2014 Info

Robert C. Macaulay

Founder & Managing Principal Brick House Strategic Wealth View Qualifications

Address: 201 South State St, Suite 2A, Newtown, PA 18940 United States
Phone: 267-753-7066
Fax: (215) 860-1687
Email: rob@brickhouseSW.com
Website: https://www.brickhousestrategicwealth.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Robert Rahaim, CFP®

DeSeranno Wealth Planning View Qualifications

Address: 18720 Mack Ave., Suite 100, Grosse Pointe Farms, MI 48236 United States
Phone: 313.885.0114
Fax: 313.885.4959
Email: rrahaim@deseranno.com
Website: http://www.deseranno.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering & Goal Setting Info

Roger A. Shake, CFP®, RLP®, CeFT®

Partner Legacy Consulting Group View Qualifications

Address: 5340 Legacy Drive, Suite 165, Plano, TX 75024 United States
Phone: 972.599.4750
Fax: 972.599.4751
Email: rshake@legacyconsultinggroup.com
Website: http://www.LegacyConsultingGroup.com
  • Fundamentals of True Wealth™ Planning Info
  • First Step Cash Management System™ Info
  • Principles of Client Communication & Discovery Info
  • In-Depth Data Gathering Info

Ron Wilkinson, CFP®

Security First Advisors View Qualifications

Address: 12703 SW 67th Ave, Portland, OR 97223 United States
Phone: 800.898.4224
Fax: 503.221.4483
Email: ron@sfainc.us
Website: http://www.sfainc.us
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info
  • Veteran MQ Financial Life Planner Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2016 Info

Ronald Bernstein CFP®, CIMA®, CWS®

Financial Planner Prism Planning Partners, LLC View Qualifications

Address: 321 S. Milwaukee Ave., Libertyville, IL 60048 United States
Phone: 847. 250.6192
Email: ron@prismplanningpartners.com
Website: https://prismplanningpartners.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Rosanna Marie Neil, JD

Chicory Wealth View Qualifications

Address: 3904 N Druid Hills Rd, #366, Decatur, GA 30033
Phone: 404-348-0660
Email: rosannamneil@chicorywealth.com
Website: https://www.chicorywealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info
  • First Step Cash Management System™ Info

Ross Weiner, PhD, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: rweiner@sterlingadvice.com
Website: http://www.sterlingadvice.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Russell Slagle, CPA

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 277-9564
Email: russell.slagle@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Ryan Kelly, EA, CFP®

Yeske Buie, Inc. View Qualifications

Address: 301 Maple Avenue West, Suite 600, Vienna, VA 22180 United States
Phone: (415) 956-9686
Fax: (866) 549-4990
Email: RyanKelly@yebu.com
Website: https://yebu.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Ryan Keshemberg

Keshemberg Advisory, Ltd View Qualifications

Address: 9328 Silverstone Lane, #309, Verona, WI 53593 United States
Phone: 920.205.4381
Email: ryan@keshemberg.com
  • First Step Cash Management System™ Info

Ryan Klekar

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: r.klekar@truepointwealth.com
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Sabrina Lowell, CFP®, CPCC

Founder + CEO Second Summit Wealth Management View Qualifications

Address: 275 Sacramento St., 8th Floor, San Francisco, CA 94111 United States
Phone: (415) 516-9775
Email: sabrina@secondsummitwealth.com
Website: https://secondsummitwealth.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Sara Casale, CFP

Financial Planner Cornerstone Financial Planning View Qualifications

Address: 38 Union Wharf, Portland, ME 04101 United States
Phone: (207) 772-8133
Email: sara@cornerstoneplanning.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Sasha Hassell

Hassell Wealth Management View Qualifications

Address: 300 Lafayette St, Ste 200, Houma, LA 70360 USA
Phone: 985-746-3951
Email: sasha@hassellwealth.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Savannah Cooper CFP®, EA

Morris Financial Concepts View Qualifications

Address: 409 Coleman Blvd, STE 100, Mt. Pleasant, SC 29464 USA
Phone: 843-884-6192
Email: savannah.cooper@mfcplanners.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Scott Barbee

Principal & Wealth Advisor Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: s.barbee@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Scott Beaudin, CFP®, CPA/PFS

Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market St., South Burlington, VT 05403 United States
Phone: (802) 660-7086
Email: sbeaudin@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Scott Emblen, CFP®, CDFA®

Independent Progressive Advisors View Qualifications

Address: 1675 SW Marlow Ave., Suite 305, Portland, OR 97225 United States
Phone: 5035367351
Email: scott@ipawealthmanagement.com
Website: http://www.ipawealthmanagement.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Scott Frank

Stone Steps Financial LLC View Qualifications

Address: 533 Second Street, Suite 207, Encinitas, CA 92024
Phone:
Email: scott@stonestepsfinancial.com
  • First Step Cash Management System™ Info

Sean Gerlin, CFP®, ChFC®, CLU®

Envision Wealth Planners View Qualifications

Address: 310 White Oak Circle, Maitland, FL 32751 United States
Phone: (407) 720-6535
Email: sean.gerlin@envisionplanners.com
Website: http://www.envisionplanners.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Shannon Nook

Liberty Financial Group View Qualifications

Address: 13150 Watertown Plank Rd., Suite 203, ELM GROVE, WI 53122 United States
Phone: 12625109072
Fax: 262.785.6655
Email: shannon@lfgwi.com
Website: http://www.lfgwi.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Completed Implementation Consultation Program Info
  • Money Quotient Gathering 2015 Info

Stacy Friedges, CFP®

JNBA Financial Advisors

Address: 8500 Normandale Lake Blvd. , Suite 450, Minneapolis, MN 55437 United States
Phone: 9528440995
Email: Stacy.Friedges@jnba.com
Website: https://jnba.com/

Stephanie Griebel, CFP®

Davis Wealth Advisors View Qualifications

Address: 12 Stiles Rd., Suite 203, Salem, NH 03079 United States
Phone: 603-871-4844
Email: stephanie@daviswealthadvisors.net
Website: https://www.daviswealthadvisors.net/
  • In-Depth Data Gathering Info

Stephen Hassell, CFP®

Wealth Advisor Hassell Wealth Management View Qualifications

Address: 300 Lafayette St., Suite 200, Houma, LA 70360 United States
Phone: 985-868-9881
Email: stephen@hassellwealth.com
Website: https://www.hassellwealth.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Steve French CKA

Founding Advisor Harvest Money View Qualifications

Address: 6034 Wayside Avenue, Cincinnati, OH 45230
Phone:
Email: sfrench@harvest-fr.com
  • In-Depth Data Gathering Info

Steven M. Singer

Retirement Solutions View Qualifications

Address: 12100 Wilshire Boulevard, Suite 800, Los Angeles, CA 90025 United States
Phone: 310.526.3210
Fax: 310.444.0687
Email: steve@retirementsolutions.net
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Complete True Wealth™ Planning Tool Kit Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info
  • Money Quotient Gathering 2015 Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Retreat 2016 Info

Susan Harris

Associate Planner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Ste 300, Brentwood, TN 37027-1015 United States
Phone: 615-277-9470
Fax: 615-589-5389
Email: susan.harris@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Taylor Garland

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: taylor.garland@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Taylor Morrison

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 377-1177
Email: taylor.morrison@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Teri Alexander, CFP®, MSFP, CeFT ®, AIF®

Founder/Senior Advisor Alexander Financial Planning, Inc View Qualifications

Address: 3600 Olentangy River Rd., Suite C2, Columbus, OH 43214 United States
Phone: (614) 538-1600
Fax: (614) 824-4865
Email: talexander@afp-advisors.com
Website: https://www.alexanderfinancialplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Thomas J. Duffy, CFP®, MBA

Principal Jersey Shore Financial Advisors, LLC View Qualifications

Address: 55 Gilbert Street N., Suite 3103, Tinton Falls, NJ 07701 United States
Phone: 732.229.7489
Email: tduffy@myfamilyfiduciary.com
Website: http://www.myfamilyfiduciary.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Thomas Talbott, CFP®

Partner, Financial Advisor Stewardship Advisors, LLC View Qualifications

Address: 321 W.Main St., Mount Joy, PA 17552 United States
Phone: 717-492-4787
Email: ttalbott@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Tiffany Ritchie CFP®

Morris Financial Concepts View Qualifications

Address: 409 Coleman Blvd, STE 100, Mt. Pleasant, SC 29464 USA
Phone: 843-884-6192
Email: Tiffany.Ritchie@mfcplanners.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Todd Porterfield, CFP®, RICP®

Founder & CEO Fairchild Capital, LLC View Qualifications

Address: 5603 SW Hood Ave, Portland, OR 97239 United States
Phone: (503) 828-3796
Email: todpor@fairchild-capital.com
Website: https://fairchild-capital.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Todd Woodard

Mosaic Wealth Management Group View Qualifications

Address: 1500 Town Plaza Court, Winter Springs, FL 32708 United States
Phone: 407.622.7526
Email: twoodard@mosaic-wealth.com
Website: http://www.mosaic-wealth.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info
  • Money Quotient Gathering 2015 Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Retreat 2016 Info

Tom Thalman, CRPC®, CFP®

Turning Point Retirement Associates View Qualifications

Address: 1776 Heritage Center Dr., Suite 204, Wake Forest, NC 27587 United States
Phone: (919) 609-4617
Email: tom.thalman@turningpointra.net
Website: https://www.turningpointra.net/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Trey Finch

Director of Client Service CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691417
Email: trey.finch@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Trey R. Isgrig, CPA. CKA

Isgrig Capital Asset Management, LLC View Qualifications

Address: 6720 Woodland Reserve, Cincinnati, OH 45243 United States
Phone: (513) 404-9428
Fax: 513-457-4711
Email: trey.isgrig@icamllc.com
Website: http://icamllc.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Troy Decastro

Highland Trust Partners View Qualifications

Address: 1077 Baxter St., Suite 600, Athena, GA 30606 United States
Phone: 706-850-4965
Email: troy.decastro@highlandtrustpartners.com
Website: https://www.highlandtrustpartners.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Tyler Eliason, MBA

Senior Financial Advisor SBSU Financial Services View Qualifications

Address: 1322 South Interstate Dr., Floor #2, Cedar City, UT 84720 United States
Phone: (435)-652-7004
Email: tyler.eliason@ceterais.com
Website: https://www.sbsufinancial.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Tyler Elliott, JD, CFP®

Owner & Principal Watershed Wealth Planning LLC View Qualifications

Address: 7972 SE 13th Ave, Suite 102, Portland, OR 97202 United States
Phone: (503) 862-9064
Fax: (855) 788-6826
Email: tyler@wwplanning.com
Website: https://www.watershedwealthplanning.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info

Tyler Scott

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 650-325-9044
Email: tyler@wealtharchitects.com
Website: http://www.wealtharchitects.com/
  • Fundamentals of True Wealth™ Planning Info
  • Complete True Wealth™ Planning Tool Kit Info

Tyler Sinclair

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 277-9480
Email: tyler.sinclair@captrust.com
Website: https://www.captrust.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Virginia T. Harriett, CFP®, AIF®

Financial Advisor Harriett Financial Group View Qualifications

Address: 10000 Sagemore Drive, Suite 8301, Suite 10201, Marlton, NJ 08053 United States
Phone: 856.596.4830 x 2538
Fax: 856.988.8410
Email: vharriett@lincolninvestment.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • In-Depth Data Gathering & Goal Setting Info
  • Veteran MQ Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Gathering 2017 Info
  • Money Quotient Retreat 2016 Info
  • Money Quotient Retreat 2020 Info

Wayne Lippert

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: w.lippert@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete True Wealth™ Planning Tool Kit Info
  • Fundamentals of True Wealth™ Planning Info

Yusuf Abugideiri, CFP®

Yeske Buie, Inc. View Qualifications

Address: 301 Maple Avenue, West, Suite 600, Vienna, VA 22180 United States
Phone: 703.538.2116
Fax: 866.549.4990
Email: yusuf@yebu.com
Website: http://www.yebu.com
  • Fundamentals of True Wealth™ Planning Info
  • Completed Implementation Consultation Program Info
  • Complete True Wealth™ Planning Tool Kit Info

Zaneilia Harris, CFP®

President Harris and Harris Wealth Management View Qualifications

Address: 17541 Eleanore Lane, Upper Marlboro, MD 20774 United States
Phone: 301.218.0885
Fax: 301.218.8139
Email: zaneilia.harris@hhwealth.com
Website: http://www.hhwealth.com
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

Zhi Li, CFP®

Owner Twelve Two Capital View Qualifications

Address: 1611 64th Street, Brooklyn, NY 11204 United States
Phone: (347) 916-6545
Email: zhi.li@twelvetwocapital.com
Website: https://www.twelvetwocapital.com/
  • Fundamentals of True Wealth™ Planning Info
  • In-Depth Data Gathering Info

A complete suite of client tools and educational materials

Web-based software and training for planning and managing cash flow, debt, and savings

3-day training course, a required course

Experienced MQ Licensee invited to co-facilitate Fundamentals of True Wealth Planning training course

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

Implemented a MQ approved True Wealth™ Planning client meeting process that includes level of tools indicated

Implemented a MQ approved True Wealth™ Planning client meeting process that includes level of tools indicated

Individualized coaching and self-study following completion of Fundamentals of True Wealth™ Planning

Additional tools to facilitate a meaningful goal setting process

Facilitated group discussions and exercises that foster creative thinking and harness the collective wisdom of the participants.

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

Facilitated group discussions and exercises that foster creative thinking and harness the collective wisdom of the participants.

Facilitated group discussions and exercises that foster creative thinking and harness the collective wisdom of the participants.

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

A 2-day advanced training course, Fundamentals of True Wealth™ Planning is a prerequisite to attend

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

A set of tools designed to clarify client values and priorities

Implemented a MQ approved True Wealth™ Planning client meeting process that includes level of tools indicated

A 2-day advanced training course, Fundamentals of True Wealth™ Planning is a prerequisite to attend

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

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