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®
Financial Planner Cordis Financial View Qualifications
Phone: (612) 268-2620
Email: Ingrid@cordisfinancial.com
Website: http://www.cordisfinancial.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
- Veteran MQ Financial Life Planner
- Money Quotient Retreat 2020
- Platinum Level MQ Endorsement
- Gold Level MQ Endorsement
Jeanna Fifer, CFP®, CPWA®
Cordis Financial View Qualifications
Phone: 6122682620
Email: jeanna@cordisfinancial.com
Website: http://www.cordisfinancial.com/
- Complete True Wealth™ Planning Tool Kit
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- Money Quotient Retreat 2020
- Platinum Level MQ Endorsement
- Gold Level MQ Endorsement
Cärin Viertel
JNBA Financial Advisors View Qualifications
Phone: 2182490044
Email: carin.viertel@jnba.com
Website: https://jnba.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Gold Level MQ Endorsement
Christina Kramlich CFP®, MBA
Cantata Wealth View Qualifications
Phone: 707-338-2041
Email: christina@cantatawealth.com
- Complete True Wealth™ Planning Tool Kit
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- Platinum Level MQ Endorsement
Christopher Mastley, CFP®
JNBA Financial Advisors View Qualifications
Phone: 952-844-0995
Fax: 952-844-0996
Email: Chris.mastley@jnba.com
Website: https://jnba.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Gold Level MQ Endorsement
Dan Kirslis
Chicory Wealth View Qualifications
Phone: 404.294.5917
Email: dankirslis@chicorywealth.com
Website: https://chicorywealth.com/
- Complete True Wealth™ Planning Tool Kit
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- Platinum Level MQ Endorsement
David Harpool, AAMS®
Partner AVID Advisory and Investment Group View Qualifications
Phone: 7272286840
Email: DAVID.HARPOOL@AVIDPLANNING.COM
Website: http://avidplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Money Quotient Gathering 2019
- Completed Implementation Consultation Program
- Platinum Level MQ Endorsement
- Money Quotient Retreat 2020
- Complete True Wealth™ Planning Tool Kit
David Yeske, CFP®
Yeske Buie, Inc. View Qualifications
Phone: 415.956.9686
Fax: 866.549.4990
Email: dave@yebu.com
Website: http://www.yebu.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Platinum Level MQ Endorsement
- Complete True Wealth™ Planning Tool Kit
- Money Quotient Retreat 2012
Elise Huston, CFP®
JNBA Financial Advisors View Qualifications
Phone: 2182490044
Email: elise.huston@jnba.com
Website: https://jnba.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Gold Level MQ Endorsement
Emilie Goldman, CFA, CFP®
Tamarind Financial Planning View Qualifications
Phone:
Email: emilie@tamarindfinancial.com
Website: http://www.tamarindfinancial.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Platinum Level MQ Endorsement
- Complete True Wealth™ Planning Tool Kit
- First Step Cash Management System™
- Veteran MQ Financial Life Planner
- Money Quotient Retreat 2014
- Money Quotient Gathering 2015
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2018
- Money Quotient Retreat 2016
Georgia Lee Hussey, CFP®
President Modernist Financial View Qualifications
Phone: 971.544.7417
Fax: 503.966.7832
Email: team@modernistfinancial.com
Website: http://www.modernistfinancial.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering & Goal Setting
- First Step Cash Management System™
- Veteran MQ Financial Life Planner
- Money Quotient Retreat 2014
- Gold Level MQ Endorsement
- Money Quotient Gathering 2017
- Money Quotient Retreat 2016
- Money Quotient Retreat 2018
Haley Grotbeck
JNBA Financial Advisors View Qualifications
Phone: 2182490044
Email: Haley.Grotbeck@JNBA.com
Website: https://jnba.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Gold Level MQ Endorsement
Jack Arnold, CFP®
AVID Advisory and Investment Group View Qualifications
Phone: (727) 228-6840
Email: jack.arnold@avidplanning.com
Website: http://avidplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Money Quotient Gathering 2019
- Completed Implementation Consultation Program
- Platinum Level MQ Endorsement
- Complete True Wealth™ Planning Tool Kit
Jacob Newcomer, CFP®
Chicory Wealth View Qualifications
Phone: 404.294.5917
Email: jacobnewcomer@chicorywealth.com
Website: https://chicorywealth.com/
- Complete True Wealth™ Planning Tool Kit
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- Platinum Level MQ Endorsement
- Money Quotient Retreat 2020
Jason A. Smith, MSFP, CFP®
Wealth Advisor Buckingham Strategic Wealth View Qualifications
Phone: 503.922.3010
Email: jsmith@buckinghamgroup.com
Website: https://buckinghamstrategicwealth.com/locations/hood-river
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Gold Level MQ Endorsement
- In-Depth Data Gathering & Goal Setting
- First Step Cash Management System™
- Veteran MQ Financial Life Planner
- Money Quotient Gathering 2019
- Money Quotient Retreat 2016
- Money Quotient Retreat 2018
- Money Quotient Retreat 2020
Jeffrey Wheeler, JD
the wealth collaborative, Inc. View Qualifications
Phone: 818.577.1161
Fax: 818.444.7985
Email: jwheeler@thewealthcollaborative.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Platinum Level MQ Endorsement
- Complete True Wealth™ Planning Tool Kit
- Veteran MQ Financial Life Planner
- Principles of Client Communication & Discovery
- Money Quotient Retreat 2007
- Money Quotient Retreat 2010
- Money Quotient Retreat 2012
- First Step Cash Management System™
- Money Quotient Gathering 2015
Jennifer Luzzatto, CFA, CFP®
President Summit Financial Partners, Inc. View Qualifications
Phone: (804) 290-0162
Email: jennifer@summitrva.com
Website: https://www.summitfinancialpartnersrva.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
- Gold Level MQ Endorsement
Josh Ackerman, CFP®
Context Financial, LLC View Qualifications
Phone: 859.514.1999
Email: josh@contextfinancial.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering & Goal Setting
- Money Quotient Retreat 2020
- Gold Level MQ Endorsement
Kim Rosenberg, CFP®
Managing Principal Coldstream Wealth Management View Qualifications
Phone: 503.352.1001
Fax: 503.352.1301
Email: Kim.rosenberg@coldstream.com
Website: https://www.coldstream.com/
- Fundamentals of True Wealth™ Planning
- First Step Cash Management System™
- Platinum Level MQ Endorsement
- Completed Implementation Consultation Program
- Money Quotient Retreat 2014
- Veteran MQ Financial Life Planner
- In-Depth Data Gathering & Goal Setting
- Money Quotient Gathering 2015
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2016
- Money Quotient Retreat 2018
Kshitija
Director Gaining Ground Investment Services Pvt Ltd View Qualifications
Phone: 091-9845543130
Email: kshitija@ggindia.com
Website: http://ggindia.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Completed Implementation Consultation Program
- Silver Level MQ Endorsement
Lauren Stansell CFP®
Yeske Buie View Qualifications
Phone: 415.956.9686
Fax: 866.549.4990
Email: laurenS@yebu.com
Website: http://www.yebu.com
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
- Money Quotient Retreat 2020
- Platinum Level MQ Endorsement
Lexi Olian, CFP®
Director of Financial Planning Humphreys Group View Qualifications
Phone: (415) 928-0401
Email: lexi@humphreysgroup.com
Website: http://humphreysgroup.com/
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Complete True Wealth™ Planning Tool Kit
- Platinum Level MQ Endorsement
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2018
- Money Quotient Retreat 2020
Maggie Kulyk, CRPC®
Chicory Wealth View Qualifications
Phone: 404.294.5917
Email: maggiekulyk@chicorywealth.com
Website: https://chicorywealth.com/
- Complete True Wealth™ Planning Tool Kit
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- Platinum Level MQ Endorsement
Mark Silverman, CFP®
Managing Member/Founder/Wealth Manager Silverman + Associates View Qualifications
Phone: 520.512.8832
Fax: 520.512.8833
Email: mark@silverman-associates.com
Website: https://silverman-associates.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Completed Implementation Consultation Program
- Platinum Level MQ Endorsement
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
Mary Shaltis
Chicory Wealth View Qualifications
Phone: 404.294.5917
Email: maryshaltis@chicorywealth.com
Website: https://chicorywealth.com/
- Complete True Wealth™ Planning Tool Kit
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- Platinum Level MQ Endorsement
Melinda Davis, CFP®, CRPC
Davis Wealth Advisors View Qualifications
Phone: (603) 475-7644
Email: team@daviswealthadvisors.net
Website: https://www.daviswealthadvisors.net/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Completed Implementation Consultation Program
- Platinum Level MQ Endorsement
- Money Quotient Retreat 2020
Michael Kay, CFP®
Farther Finance Advisors View Qualifications
Phone: 973.533.0666
Fax: 973.533.6460
Email: mkay@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Platinum Level MQ Endorsement
- Complete True Wealth™ Planning Tool Kit
- Veteran MQ Financial Life Planner
- Principles of Client Communication & Discovery
- Empowering Change
- Money Quotient Retreat 2006
- Money Quotient Retreat 2007
- Money Quotient Retreat 2008
- Money Quotient Retreat 2010
- Money Quotient Retreat 2012
- Money Quotient Retreat 2014
- Money Quotient Gathering 2015
- Money Quotient Retreat 2018
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2020
Michelle Maton, CFP®, EA, RLP®
The Planning Center, Inc View Qualifications
Phone: 312.664.4090
Fax: 312.664.9709
Email: michelle@theplanningcenter.com
Website: http://www.theplanningcenter.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- First Step Cash Management System™
- Veteran MQ Financial Life Planner
- Money Quotient Retreat 2005
- Money Quotient Retreat 2006
- Money Quotient Retreat 2008
- Money Quotient Retreat 2010
- Money Quotient Retreat 2012
- Money Quotient Retreat 2014
- Platinum Level MQ Endorsement
- In-Depth Data Gathering & Goal Setting
- Money Quotient Gathering 2015
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2016
- Money Quotient Retreat 2020
Mike Sigmon, CFP®
Summit Financial Partners View Qualifications
Phone: 804-290-0162
Email: Mike@SummitRVA.com
Website: https://www.summitfinancialpartnersrva.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
- Gold Level MQ Endorsement
Nick Scheibel, CFP®
JNBA Financial Advisors View Qualifications
Phone: 9528440995
Email: Nick.Scheibel@JNBA.com
Website: https://jnba.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Gold Level MQ Endorsement
Noel Silker, CFP®
JNBA Financial Advisors View Qualifications
Phone: 9528440995
Email: Noel.silker@jnba.com
Website: https://jnba.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Gold Level MQ Endorsement
Paul Cordero CFP, EA
Attune Financial Planning View Qualifications
Phone: 415-498-1447
Email: paul@attunefp.com
Website: http://www.attunefp.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering & Goal Setting
- Gold Level MQ Endorsement
- Money Quotient Retreat 2020
- First Step Cash Management System™
Stephen J Hazel, CFP®, CeFT®, RLP®, EA
Founder Magnificent Life Financial Planning View Qualifications
Phone: (480) 219-6508
Fax: (480) 977-2828
Email: steve@magnificentlifefp.com
Website: https://magnificentlifefp.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- First Step Cash Management System™
- Platinum Level MQ Endorsement
- Money Quotient Retreat 2020
Tanya Steinhofer, CFA, CFP®
Principal Redwood Grove Wealth Management View Qualifications
Phone: 415-516-3380
Fax: N/A
Email: tanya@redwoodgrovewm.com
Website: http://www.redwoodgrovewm.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Silver Level MQ Endorsement
- In-Depth Data Gathering & Goal Setting
- Money Quotient Gathering 2019
Tejal Gandhi, M.Com. DSM, CFP®
CEO and Founder Money Matters, India View Qualifications
Phone: 9821152591
Email: tejalgandhi01@yahoo.com
Website: http://www.moneymattersindia.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Silver Level MQ Endorsement
Vishal Dhawan, CFP®, MBA
Plan Ahead Wealth Advisors Pvt Ltd View Qualifications
Phone: 91 900 468 7526
Email: vishal@planaheadindia.com
Website: http://www.planahead.in
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Silver Level MQ Endorsement
- In-Depth Data Gathering
William D. Pitney, MBA, CFP®, CeFT®, CLU®
Financial Planner and Coach FocusYOU View Qualifications
Phone: 707- 282-3700
Fax: 877.410.0748
Email: info@focusyou.com
Website: http://www.focusyou.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Silver Level MQ Endorsement
- First Step Cash Management System™
- In-Depth Data Gathering & Goal Setting
- Money Quotient Retreat 2020
Aaron Lieberman, CFP®
Managing Director Marathon Wealth Management, Inc. View Qualifications
Phone: 631.760.8385
Fax: 631.760.8391
Email: aaron@marathonwealth.net
Website: http://www.marathonwealth.net
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Money Quotient Gathering 2019
- Money Quotient Retreat 2018
Abby Morton, CFP®
Gather Financial Planning View Qualifications
Phone: 2077813500
Email: abby@gatherfp.com
Website: https://www.gatherfinancialplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Adam Lipton, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: a.lipton@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
- Money Quotient Retreat 2020
Adam Van Wert, CFP®
J.F. Williams Co., Inc. View Qualifications
Phone: 303-753-4506
Email: adam@jfwco.com
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Adrienne Ross, CFP®, ChFC®, AFC®
Clear Insight Financial Planning, LLC View Qualifications
Phone: (509) 847-4079
Email: adrienne@myciwm.com
Website: https://mycifp.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Agatha Johnson, CFP®, CPWA
Founder & Owner Will Kate View Qualifications
Phone: (605) 275-9181
Email: agathaj@will-kate.com
Website: https://will-kate.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Alecia L Modahl, JD, LLM, CFP®
Modahl Collaborative View Qualifications
Phone: 425.285.4411
Fax: 425.642.4973
Email: alecia@modahlc.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Complete True Wealth™ Planning Tool Kit
- First Step Cash Management System™
- Veteran MQ Financial Life Planner
- Principles of Client Communication & Discovery
- Empowering Change
- Money Quotient Retreat 2010
- Money Quotient Retreat 2012
- Money Quotient Retreat 2014
- Money Quotient Gathering 2015
- Money Quotient Gathering 2017
- Money Quotient Retreat 2018
Alexandra Demosthenes CPA/PFS, CFP®
Director of Financial Planning Investment Advisory Professionals, LLC View Qualifications
Phone: (561) 386-7475
Email: Alexandra@iapllc.com
Website: https://www.iapllc.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Alexandra Ollinger, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 513-792-6648
Email: a.ollinger@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
- Money Quotient Retreat 2020
Allan Moskowitz, CFP®, AIF®
CEO Transformative Wealth Management, LLC View Qualifications
Phone: 510-524-5500
Email: allan@transformativewealthmgt.com
Website: https://www.investingwithheart.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Allen Sakon, CFP, CPA, CFT-I
Phone: 14046250964
Email: allensakon@gmail.com
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Amanda Delmonico
Dash Capital Advisors View Qualifications
Phone: 585-749-8613
Email: amanda@dashcapitaladvisors.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- First Step Cash Management System™
Amber Miller, CFP®
Rising Financial View Qualifications
Phone: (763) 494-0095
Email: amber@rising-financial.com
Website: https://www.theplanningcenter.com/
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Amy Irvine
Rooted Planning Group View Qualifications
Phone:
Email: amy@rootedpg.com
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
Amy Parrish, AWMA®
Highland Trust Partners View Qualifications
Phone: (706) 850-4965
Email: amy.parrish@highlandtrustpartners.com
Website: https://www.highlandtrustpartners.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Andrea Oliver, CFP®
Owner and Lead Advisor North Park Financial Planning, LLC View Qualifications
Phone: (773) 991-8284
Email: andrea@northparkfinancialplanning.com
Website: https://www.northparkfinancialplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Andrew Mitchell, CFP®
CAPTRUST View Qualifications
Phone: (615) 377-1177
Email: andrew.mitchell@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Andrew Sivertsen, CFP®, CeFT®, CAP®
Partner/Sr. Financial Planner The Planning Center Inc. View Qualifications
Phone: (309) 797-4030
Fax: (309) 797-4026
Email: Andrew@theplanningcenter.com
Website: http://www.theplanningcenter.com
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- Money Quotient Retreat 2014
- Veteran MQ Financial Life Planner
- In-Depth Data Gathering & Goal Setting
Angela O'Neil
New Horizon Financial Strategies View Qualifications
Phone: 607.275.1275
Email: angela@strebelcpa.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering
Anil Gulrajani CFP®
Plan for Life View Qualifications
Phone: 91-9967031034
Email: anil@planforlife.in
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Ann Garcia, CFP®
Independent Progressive Advisors View Qualifications
Phone: (503) 536-7351
Email: ann@ipawealthmanagement.com
Website: http://www.ipawealthmanagement.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Anne B. Johnston, CFP®, CIMA®, ChSNC®
Managing Director, Wealth Advisor Created Wealth Advisory View Qualifications
Phone: 310.424.4011
Email: connect@createdwealth.com
Website: http://www.createdwealth.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering
- Money Quotient Retreat 2014
- Money Quotient Retreat 2016
- Money Quotient Retreat 2020
Annie Book, CLTC, ChFC
North Star Resource Group View Qualifications
Phone: 503.423.2737
Email: annie.book@northstarfinancial.com
Website: http://www.northstarfinancial.com
- Fundamentals of True Wealth™ Planning
- First Step Cash Management System™
- Veteran MQ Financial Life Planner
- In-Depth Data Gathering
- Money Quotient Retreat 2016
Ariadne Horstman, CFP®, RLP
Tamarind Financial Planning View Qualifications
Phone: (650) 687-7089
Email: ariadne@tamarindfinancial.com
Website: https://tamarindfinancial.com/
- Complete True Wealth™ Planning Tool Kit
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
Aries Jimenez, CFP®
San Diego Wealth View Qualifications
Phone: 858.270.7705
Fax: 858.777.9597
Email: aries@sandiegowealth.com
Website: https://www.sandiegowealth.com/
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Complete True Wealth™ Planning Tool Kit
Barry Betters, CFP®
Cornerstone Financial Planning View Qualifications
Phone: 2077728133
Email: barry@cornerstoneplanning.com
Website: https://www.cornerstoneplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Becky Walsh, CFP®
Oak Maple Finance View Qualifications
Phone: 802-662-2880
Email: becky@oakmaple.com
Website: https://www.oakmaple.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Bethany Goodrich, CFP®, MBA
Cornerstone Financial Planning View Qualifications
Phone: (207) 650-6960
Email: bethany@cornerstoneplanning.com
Website: https://www.cornerstoneplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Beverly Barnes
CAPTRUST View Qualifications
Phone: 6153691411
Email: beverly.barnes@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Beverly Whitman, CPA, CFP®
Whitman Wealth Management View Qualifications
Phone: (904) 436-5223
Email: beverly@whitmanwealth.com
Website: https://www.whitmanwealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Blake Price, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: b.price@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Brad Allen, CFP®
trueNorth Wealth Advisors View Qualifications
Phone: (425) 889-7848
Email: ballen@truenorthwa.com
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2010
- Money Quotient Retreat 2014
- Money Quotient Retreat 2018
Brad Caldwell
CAPTRUST View Qualifications
Phone: 6153691411
Email: brad.caldwell@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Bradley Hilton, CFP®, MBA
Sonas Financial Planning View Qualifications
Phone:
Email: bradley@sonasfp.com
Website: https://www.sonasfp.com/
- First Step Cash Management System™
Breck Judd
Senior Financial Advisor SBSU Financial Services View Qualifications
Phone: (435) 586-4129
Email: breck.judd@ceterais.com
Website: https://www.sbsufinancial.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Brenna Baucum, CFP®
Founder Collective Wealth Planning LLC View Qualifications
Phone: 5034761142
Email: brenna@collectivewealthplanning.com
Website: https://collectivewealthplanning.com/
- Complete True Wealth™ Planning Tool Kit
- Completed Implementation Consultation Program
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Brent Hunsberger, CFP®
Silver Oak Advisory Group View Qualifications
Phone: 503.242.1715
Fax: 503.242.1808
Email: brent@silveroak.net
Website: http://www.silveroak.net
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Brent Lince, CFP®
CGN Advisors View Qualifications
Phone: (971) 217-7537
Email: brent@lincefinancialplanning.com
Website: http://lincefinancialplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Money Quotient Retreat 2020
- In-Depth Data Gathering & Goal Setting
Brian Tegtmeyer, CFP®
Truly Prosper Financial Planning, LLC View Qualifications
Phone: 614-259-7737
Email: brian@trulyprosperfp.com
Website: https://trulyprosperfp.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Brooke Trinh, PhD, CFP®
trueNorth Wealth Advisors View Qualifications
Phone: 206-652-4314
Email: btrinh@truenorthwa.com
Website: https://www.truenorthwa.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Caleb Brown
New Planner Recruiting View Qualifications
Phone: 888.666.1021
Fax: 888.666.1022
Email: cbrown@newplannerrecruiting.com
Website: http://www.newplannerrecruiting.com/
- In-Depth Data Gathering
Cecilia Brown, CFP®
C. Beach Brown, LLC
Phone: (440) 990-0162
Email: ceciliabrown@securitiesmail.com
Website: https://www.cbeachbrown.com/
Cecilia Fleming, CFP®
Associate Financial Planner Kahler Financial Group View Qualifications
Phone: 605-343-1400
Email: cecilia@kahlerfinancial.com
Website: https://kahlerfinancial.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Chad Lawyer, CFP®, RICP®, AEP®, RSSA®
Wealth Manager View Qualifications
Phone: 520-222-9604
Email: chad@lspwealth.com
Website: https://www.lspwealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Chad Parmenter, CFP®, CLU, CHFC, CDFA, RICP, BFA
Member Mirus Planning, LLC View Qualifications
Phone: 425.250.0522 x 3
Email: cparmenter@mirusplanning.com
Website: http://www.mirusplanning.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Money Quotient Retreat 2016
Chanon MacDonald, CFP®
CAPTRUST View Qualifications
Phone: (615) 377-1177
Email: chanon.macdonald@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Charlie Mattingly CFP®, MBA
Principal Leading Edge Financial Planning View Qualifications
Phone: (843) 847-7164
Email: charlie@leadingedgeplanning.com
Website: http://leadingedgeplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Chris Bradshaw
Cosca Pty, Ltd View Qualifications
Phone: (041) 425-1841
Email: cbradshaw@cosca.com.au
Website: https://cosca.com.au/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Chris Pollard, CFP®, MBA, EA
Principal Great Path Planning View Qualifications
Phone: (845) 397-7284
Email: chris.pollard@greatpathfp.com
Website: https://greatpathfp.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Chris Urban, CFP®, RICP®
Founder Discovery Wealth Planning, LLC View Qualifications
Phone: 703-281-3735
Email: chris@discoverywp.com
Website: https://www.discoverywp.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Christi Van Rite, CFP®
Owner White River Investments View Qualifications
Phone: (512) 809-0898
Email: christi@whiteriverinvestments.com
Website: https://www.whiteriverinvestments.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Christina Traurig CFP®, MBA
Cornerstone Financial Planning View Qualifications
Phone: (603) 431-1133
Email: christina@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Christine Carlton, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: c.carleton@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Christine Haviaris, CPA
Phone: (845) 640-1601
Email: chris@chrishaviaris.com
- First Step Cash Management System™
Christopher Castles CPA CFP® FAICD
Cosca Personal Wealth Pty Ltd View Qualifications
Phone: 1800 283 895
Email: ccastles@cosca.com.au
Website: https://cosca.com.au/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Christopher Girbes-Pierce, CFP®
Five Oceans Advisors View Qualifications
Phone: 310.975.7073
Email: chris.girbes@fiveoceansadvisors.com
Website: https://fiveoceansadvisors.com/
- First Step Cash Management System™
Christopher Hill, CFP®, CeFT®
Ambient Financial Advisors View Qualifications
Phone: 3037475688
Email: christopher.hill@ambientfinancialadvisors.com
Website: https://ambientfinancialadvisors.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Cliff Taylor
CAPTRUST View Qualifications
Phone: 6153691411
Email: cliff.taylor@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Cole McClarren CFP®, EA
Cambridge Financial Group, LLC View Qualifications
Phone:
Email: cole@cambridgetucson.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Corey Beal, CFP®
CEO & Director of Joy Empowering Finance View Qualifications
Phone: 503-213-6463
Email: corey@empoweringfinance.com
Website: https://empoweringfinance.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Courtney Weber, CPA, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: c.weber@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Craig Reed
CAPTRUST View Qualifications
Phone: 6153691411
Email: craig.reed@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Dan Blair, CFP®
Regions Asset Management View Qualifications
Phone: (501) 371-7223
Email: dan.blair@regions.com
Website: https://www.regions.com/personal-banking
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Dan McIntosh CFP®
Selectpath Benefits & Financial View Qualifications
Phone: (519) 675-1177
Email: dmcintosh@selectpath.ca
- In-Depth Data Gathering
- In-Depth Data Gathering & Goal Setting
Daniel Johnson, CFP®, EA
Forward Thinking Wealth Management View Qualifications
Phone: (330) 835-6205
Email: dan@forwardthinkingwm.com
Website: https://forwardthinkingwm.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Danielle Howard, CFP®
Wealth By Design View Qualifications
Phone: 970.927.3909
Email: danielle@wbd4u.com
Website: http://www.WealthByDesign4U.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering
- Veteran MQ Financial Life Planner
Darren Beck, CFP®
Financial Planner Pathway Financial Advisors View Qualifications
Phone: 4048124979
Email: dbeck@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Darryl L. Edmonds
Partner, Founder, and Chairman CAPTRUST View Qualifications
Phone: 6153771951
Fax: 6158508073
Email: darryl.edmonds@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
David Hicok, CHFC
President Hicok Financial Solutions View Qualifications
Phone:
Email: david@hicokfinancial.com
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
David Wargin
Liberty Financial Group, Inc. View Qualifications
Phone: 262.785.1377
Fax: 262.785.6655
Email: david@lfgwi.com
Website: http://www.lfgwi.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Money Quotient Retreat 2014
- In-Depth Data Gathering & Goal Setting
Dean Pratt
Cosca Pty, Ltd View Qualifications
Phone: 614 33 079 579
Email: dpratt@cosca.com.au
Website: https://cosca.com.au/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Deanna Sicking, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: d.sicking@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Debbie Macintosh
Quest Financial Coaching View Qualifications
Phone:
Email: dmacintosh58@gmail.com
- First Step Cash Management System™
Denise Tuemmler, CFP ®, MBA
Protected Investors of America View Qualifications
Phone: 925-746-0502
Email: dtuemmler@protectedinvestors.com
Website: https://www.protectedinvestorswc.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
- Money Quotient Retreat 2020
Dennis Clavin, CFP®
Complete Wealth Management Solutions View Qualifications
Phone: 206.241.6521
Fax: 206.241.5129
Email: dennis@cwmsadvisors.com
Website: http://www.dennisclavin.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering
Dillon Cobb, CPA, CFP®
President Simply Human Advisors View Qualifications
Phone: (325) 665-8600
Email: dillon@simplyhumanadvisors.com
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Drew Digby, CFP®, CPA, PFS™, CEPA
Financial Planner CAPTRUST View Qualifications
Phone: 6153691406
Email: drew.digby@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Eric Johnson
Chief Executive Officer Personal Benefit Services Wealth Management View Qualifications
Phone: 303.424.100
Fax: 3034208082
Email: eric.johnson@pbswm.com
Website: http://www.pbswm.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
Eric Kies, CFP®, AIFA, CRPS
The Planning Center View Qualifications
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
- First Step Cash Management System™
- In-Depth Data Gathering & Goal Setting
Eric Rodriguez, CFP®
Founder Wealthbuilders View Qualifications
Phone: (408) 647-0518
Email: eric@wealthbllc.com
Website: https://wealthbllc.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Erik C. Milam CFP®, RLP®
Partner, Financial Planner CAPTRUST View Qualifications
Phone: 615-369-1423
Fax: 615-850-8109
Email: erik.milam@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
- Money Quotient Retreat 2020
Evan Shorten, CFP®
President and Founder Paragon Financial Partners View Qualifications
Phone: 310.557.1515
Email: evan@paragonfinancialpartners.com
Website: http://www.paragonfinancialpartners.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Veteran MQ Financial Life Planner
- Principles of Client Communication & Discovery
- Money Quotient Retreat 2007
- Money Quotient Retreat 2008
- Money Quotient Retreat 2010
- Money Quotient Retreat 2012
- Money Quotient Gathering 2015
Francisco Ayala, CFA, MBA
The Coleridge Group View Qualifications
Phone: 623-252-6661
Email: francisco@coleridgegroup.com
Website: https://www.coleridgegroup.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Fritz Brauner
President The Brauner Company View Qualifications
Phone: 650.574.0800
Fax: 650.574.7282
Email: fritz@braunercompany.com
Website: http://www.braunercompany.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering & Goal Setting
- Money Quotient Retreat 2014
Gary Birdsall, Jr. CFP®, JD
Hassell Wealth Management View Qualifications
Phone: 985-868-9881
Email: gary@hassellwealth.com
Website: https://www.hassellwealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Gary Dean
CEO CAPTRUST View Qualifications
Phone: (615) 369-1411
Email: gary.dean@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Georgina Loxton CFA
Founder Liberty Wealth View Qualifications
Phone: (345) 516-2695
Email: georgie@libertywealth.ky
Website: http://www.libertywealth.ky/
- First Step Cash Management System™
Gregg Clarke, CFP®
Meritas Wealth Management, LLC View Qualifications
Phone: 415.300.4560
Fax: 415.461.4022
Email: gregg@meritaswealth.com
Website: http://www.meritaswealth.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Money Quotient Retreat 2016
Gretchen Cole
Pearl Wealth View Qualifications
Phone: (503) 784-5209
Email: gretchen@pearlwealthllc.com
Website: https://pearlwealthllc.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Gus Kristoferson, CFP®, CFA
Money on the Mind, LLC View Qualifications
Phone: (206) 590-5014
Email: gus@moneyonthemindfp.com
Website: https://moneyonthemindfp.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Guy Clanton, CPA, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: g.clanton@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Hannah Lindell
Associate CAPTRUST View Qualifications
Phone: 615-277-9472
Fax: 615-522-5392
Email: hannah.lindell@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Hans Manseth, CFP®
Investment adviser Representative Equity Services, Inc. View Qualifications
Phone: 503.227.4817 xt3033
Fax: 503.227.0971
Email: hans@hjamfinancial.com
Website: http://www.equity-services.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Heather Spencer, CPA, CFP®
Sr. Wealth Advisor & Shareholder Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: h.spencer@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Iris Nguyen, JD
Wealth Architects View Qualifications
Phone: 6503259044
Fax: 6503259044
Email: iris@wealtharchitects.com
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
J.J. Sessions
The Planning Center, Inc View Qualifications
Phone: 763.494.0095
Fax: 763.374-8874
Email: JJ@theplanningcenter.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Money Quotient Retreat 2016
Jacob Rothman, CFPⓇ, CPA, CFA
Portfolio Manager Rothman Investment Management View Qualifications
Phone: (805) 286-6378
Email: jake@rothmaninvest.com
Website: http://www.rothmaninvest.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Money Quotient Gathering 2019
- Money Quotient Retreat 2020
Jane MacDonald
Financial Planner CAPTRUST View Qualifications
Phone: 6153691411
Email: jane.macdonald@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Jane Mepham, CFP®
Founder & Principal Advisor Elgon Financial Advisors, LLC View Qualifications
Phone: (512) 609-0084
Email: jane@elgonfa.com
Website: https://elgonfa.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Janel Carroll, CPA, CFP®, CDFA
Wealth Advisor & Principal Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: j.carroll@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
Jay Burchfield
CAPTRUST View Qualifications
Phone: 6153691411
Email: jay.burchfield@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Jayden Swarbrick
Cosca Pty, Ltd View Qualifications
Phone: 0407 483 779
Email: jswarbrick@cosca.com.au
Website: https://cosca.com.au/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Jed Petty CPA, CFP
RisingTide Financial View Qualifications
Phone:
Email: jed@risingtidefinancial.net
- First Step Cash Management System™
Jeff Ashford, CFP®
Access Financial Resources, Inc. View Qualifications
Phone: 405.848.9826 ext. 312
Email: jeff@afradvice.com
Website: http://www.afradvice.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Money Quotient Retreat 2014
- Money Quotient Retreat 2016
Jefferson Adcock
CAPTRUST View Qualifications
Phone: 6153691411
Email: jefferson.adcock@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Jenna VanLeeuwen, CFP®
Aligning Wealth View Qualifications
Phone: (201) 380-0215
Email: jenna@aligningwealth.com
Website: https://aligningwealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Jeremy Levinn, CFP®
President Farther Finance Advisors View Qualifications
Phone: 973.533.0666
Email: jlevinn@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
- Fundamentals of True Wealth™ Planning
- Money Quotient Retreat 2014
- Money Quotient Gathering 2015
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2016
- Money Quotient Retreat 2018
- In-Depth Data Gathering & Goal Setting
- Money Quotient Retreat 2020
Jeremy Pooley
Timeous Lifestyle Financial Planning Limited View Qualifications
Phone: 44 791-691-3958
Email: jeremy.pooley@timeous.co.uk
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Jerry Sutton, J.D., AIF®
Sutton Advisors, PLC View Qualifications
Phone: 517.487.5555
Email: jerry@suttonadvisors.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
Jessica Hillman, CFP®
Wealth Advisor Echo Collaborative View Qualifications
Phone: 479-282-1886
Email: jessica@echocollaborative.com
Website: https://www.dowealthdifferent.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Jessica Kirwin, MBA, CFP®
Kirwin Financial View Qualifications
Phone: (425) 444-4910
Email: jessica@kirwinfinancial.com
Website: https://kirwinfinancial.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2020
Jessica M. Howe, CFP®
Silver Oak Advisory Group View Qualifications
Phone: 503.242.1715
Email: jessi@silveroak.net
Website: http://www.silveroak.net
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- Money Quotient Gathering 2015
Jill Isbell, CFP®
Owner Creative Financial Services View Qualifications
Phone:
Email: jill@create-wealth.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Jim Ries, CRPC®, AIF®
North Star Resource Group View Qualifications
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™
Joan Gilles, CRPC, CLU, ChFC, WMCP
Financial Advisor & Coach Financial Planning Partners, LLC View Qualifications
Phone: 612.436.3733
Email: jgilles@financialplanpartners.com
Website: http://www.financialplanpartners.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- First Step Cash Management System™
Joanne Burke, CFP®, CPA/PFS, MS TAX
Birch Street Financial Advisors View Qualifications
Phone: (703) 319-8778
Fax: 703-319-8870
Email: joanne@birchstreetadvisors.com
Website: http://www.birchstreetadvisors.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
John Evans CPA/PFS, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: (513) 792-6648
Email: j.evans@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
John Sabourin, CFP®, FLMI, RRC
Owner Selectpath Benefits & Financial View Qualifications
Phone: 1‑888‑327‑5777
Email: John@selectpath.ca
Website: https://selectpath.ca/
- In-Depth Data Gathering
- In-Depth Data Gathering & Goal Setting
John Simkins, CFP®, ChFC®
Stewardship Advisors, LLC View Qualifications
Phone: 717-492-4787
Email: jsimkins@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
John Sinclair, CFP®
CAPTRUST View Qualifications
Phone: 6153691411
Email: john.sinclair@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Johnny Roland
Phone:
Email: jroland925@gmail.com
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2016
- Money Quotient Retreat 2018
- Money Quotient Retreat 2020
- First Step Cash Management System™
Jonas Merrill, CFP®
Founder and Financial Planner Pathlight Financial Planning LLC View Qualifications
Phone: 9713572197
Email: jonas@pathlightfinancialplanning.com
Website: https://pathlightfinancialplanning.com/
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Jonathan Corrigan, CFP®
Certified Financial Planner® Corrigan Financial Group Inc. View Qualifications
Phone: (250) 574-8077
Fax: 2503744620
Email: jon@Corriganfinancial.com
Website: https://corriganfinancial.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Jonathan Smith, CFP®
Pathway Financial Advisors, LLC View Qualifications
Phone: (802) 660-7086
Email: jonathan@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
- Fundamentals of True Wealth™ Planning
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2020
- In-Depth Data Gathering & Goal Setting
Jonathan West
College Funding Group, LLC View Qualifications
Phone:
Email: jwest@collegefundinggroup.com
- First Step Cash Management System™
Joseph Kuo, CFP®
Farther Finance Advisors View Qualifications
Phone: (650) 235-5847
Email: jkuo@financial-lifefocus.com
- Fundamentals of True Wealth™ Planning
- Money Quotient Retreat 2020
- In-Depth Data Gathering & Goal Setting
Josh Fendley
Regions Asset Management View Qualifications
Phone: (501) 371-7262
Email: josh.fendley@regions.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Joshua Medvidofsky
CFP®, MBA, AIF® MG Financial Advisors View Qualifications
Phone: 406-294-3080
Email: josh@mgfinancialadvisors.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Money Quotient Retreat 2020
Joshua St. Laurent, CFP® CFT-I™
Wealth in Yourself View Qualifications
Phone: 9164262343
Email: josh@wealthinyourself.com
Website: https://www.wealthinyourself.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Jude Boudreaux, CFP®
The Planning Center Inc. View Qualifications
Phone: (504) 610-5833
Email: jude@theplanningcenter.com
Website: https://www.theplanningcenter.com/
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Justin Berry CFP®, CSLP®, RICP®
Financial Planner, Partner, Medical Division Member North Star Resource Group View Qualifications
Phone: (503) 423-2736
Email: justin.berry@northstarfinancial.com
Website: https://www.northstarfinancial.com/find_an_advisor/justin-berry
- First Step Cash Management System™
Justin D. Krane, CFP®, CIMA®
President Krane Financial Solutions View Qualifications
Phone: 310-989-0934
Fax: 888.556.8537
Email: justin@kranefinancialsolutions.com
Website: http://www.kranefinancialsolutions.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Veteran MQ Financial Life Planner
- Money Quotient Retreat 2007
- Money Quotient Retreat 2008
- Money Quotient Retreat 2014
Justus Morgan, CFP®, EA, RICP®
Financial Service Group, Inc View Qualifications
Phone: 262.554.4500
Fax: 262.554.1907
Email: justus@toyourwealth.com
Website: http://www.toyourwealth.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Kacy Gott,CFP®
Meritas Wealth Management, LLC View Qualifications
Phone: 415-300-4560
Fax: 415-461-4022
Email: kacy@meritaswealth.com
Website: http://www.meritaswealth.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Karl Furno
Mosaic Wealth Management Group View Qualifications
Phone: 407.622.7526
Email: kfurno@mosaic-wealth.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- First Step Cash Management System™
- In-Depth Data Gathering & Goal Setting
Kate Brownstein
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: k.brownstein@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Kate Welker CFP®
Rooted Planning Group View Qualifications
Phone:
Email: Kate@RootedPG.com
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Kathy Longo, CFP®, CAP, CDFA
Flourish Wealth Management View Qualifications
Phone: (952) 392-4474
Email: klongo@flourishwm.com
Website: http://flourishwealthmanagement.com/
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
Katie Hagedorn, CFP®, CRPC®
Chicory Wealth View Qualifications
Phone: (470) 357-2853
Email: katiehagedorn@chicorywealth.com
Website: https://chicorywealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Katie Hebert, MBA, CFP®
Hassell Wealth Management View Qualifications
Phone: 985-746-1865
Email: katie@hassellwealth.com
Website: https://www.hassellwealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Kaya Ladejobi, CFP®
Earn Into Wealth Strategies LLC View Qualifications
Phone: (646) 494-6220
Email: kaya@earnintowealth.com
Website: https://www.earnintowealth.com
- First Step Cash Management System™
Kelley Evans, RIPC®
Branch Manager Raymond James View Qualifications
Phone: (303) 221-2033
Fax: 720-738-1699
Email: kelley.evans@raymondjames.com
Website: https://www.evans-financial.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Kelly Klingaman CFP®, RLP®
Founder & Financial Planner Kelly Klingaman Financial Planning View Qualifications
Phone:
Email: kelly@kkfp.co
- First Step Cash Management System™
Kerrie Beene, CFP®
Rooted Planning Group View Qualifications
Phone:
Email: Kerrie@RootedPG.com
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Keval Sangoi, CA
Financial Planner Fee Only Investment Advisers, LLP View Qualifications
Phone: 919821024892
Email: keval@feeonlyia.com
Website: http://feeonlyia.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Kevin Gormley CFP®, CPA, PFS
Leading Edge Financial Planning View Qualifications
Phone: 8438477164
Email: kevin@leadingedgeplanning.com
Website: http://leadingedgeplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Kevin J. Gardenier, CFP®, CDFA®, CMFC®
Founder Purposeful Wealth Strategies View Qualifications
Phone: (616) 855-8649
Fax: 616-956-7135
Email: kevin.gardenier@lpl.com
Website: https://www.purposefulwealthstrategies.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Completed Implementation Consultation Program
- Money Quotient Gathering 2019
Kevin Mitchell
CAPTRUST View Qualifications
Phone: 6153691411
Email: kevin.mitchell@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Kevin Reincastle
Cosca Pty, Ltd View Qualifications
Phone: 1800-283-895
Email: kreincastle@cosca.com.au
Website: https://cosca.com.au/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Ko Vasan, AFA
Optimal Care Ltd View Qualifications
Phone: 021469500
Email: kovasan@yahoo.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Kori Allen, CFP®
CEO Pearl Wealth View Qualifications
Phone: (503) 223-2539
Fax: (503) 477-5216
Email: kori@pearlwealthllc.com
Website: https://pearlwealthllc.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Larson Patty, CFP®
Rothman Investment Management View Qualifications
Phone: (805) 704-8818
Email: larson@rothmaninvest.com
Website: https://rothmaninvest.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
LaRue McIntyre
CAPTRUST View Qualifications
Phone: 6153691411
Email: larue.mcintyre@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Laura Barry, CFP®
Managing Director Wealthspire Advisors View Qualifications
Phone: 4143244917
Email: laura.barry@wealthspire.com
Website: https://www.wealthspire.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Laura Corbiani, CFP®
Founder & Financial Planner Astraea Wealth Management, LLC View Qualifications
Phone:
Email: laura@astraeawealth.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Laura Rotter, CFA, MBA, CFP®
True Abundance Advisors View Qualifications
Phone: 914-222-0832
Email: Laura@TrueAbundanceAdvisors.com
- Fundamentals of True Wealth™ Planning
- First Step Cash Management System™
- In-Depth Data Gathering & Goal Setting
- Completed Implementation Consultation Program
Laura Ryan, CFP®
Morris Financial Concepts View Qualifications
Phone: 843-884-6192
Email: laura.ryan@mfcplanners.com
Website: https://www.mfcplanners.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Leanne Fee, FPQP
Stewardship Advisors, LLC View Qualifications
Phone: 717-492-4787
Email: lfee@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Lee Shertzer, CFP®
Stewardship Advisors, LLC View Qualifications
Phone: 717-492-4787
Email: lshertzer@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Lev Mandel
Protected Investors of America View Qualifications
Phone: 9256896103
Email: lmandel@protectedinvestors.com
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2020
Liz deSousa, CFP®, CDFA®
Senior Client Advisor Running Point Capital Advisors View Qualifications
Phone: (424) 502-3509
Email: liz@runningpointcapital.com
Website: https://runningpointcapital.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Lucas Cox
The Lighthouse Planning Co View Qualifications
Phone:
Email: lucas@mylighthouseplan.com
- First Step Cash Management System™
Lucas Traxler, CFP®
JNBA Financial Advisors View Qualifications
Phone: 9528440995
Email: lucas.traxler@jnba.com
Website: https://jnba.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Mackenzie Arsenault, CFP®
Cornerstone Financial Planning View Qualifications
Phone: 207.772.8133
Email: mackenzie@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Mackenzie Martin
Medical Professionals Financial Group DBA Catalyst Advisory Group View Qualifications
Phone: 206-719-6923
Email: mbmartin@catalystadvisor.com
Website: http://www.medicalpfg.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering
Marjorie A. Burnett, JD, CPA, CFP®, RLP®
NAPFA-Registered Financial Advisor MAB Financial Planning View Qualifications
Phone: 703.528.3205
Email: mq@mabfinancial.com
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
Mark Brinser, CFP®
Stewardship Advisors, LLC View Qualifications
Phone: (717) 492-4787
Email: mbrinser@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Mark Cross, AIF®
Managing Partner Highland Trust Partners View Qualifications
Phone: (706) 850-4965
Email: mark.cross@highlandtrustpartners.com
Website: http://www.highlandtrustpartners.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Mark Dale Mazur, RLP®
San Diego Wealth Management View Qualifications
Phone: (858) 270-7705
Email: mark@sandiegowealth.com
Website: https://www.sandiegowealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
Mark T. Johnsen, CEO & Founder
Chief Wealth Architect Wealth Architects, LLC View Qualifications
Phone: 650.325.9044
Fax: 650.325.9047
Email: mark@wealtharchitects.com
Website: http://www.wealtharchitects.com
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
Martin Kurtz, CFP®
The Planning Center View Qualifications
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
- First Step Cash Management System™
- Veteran MQ Financial Life Planner
- Empowering Change
- Money Quotient Retreat 2007
- Money Quotient Retreat 2008
- Money Quotient Retreat 2010
- Money Quotient Retreat 2012
- Money Quotient Retreat 2014
- In-Depth Data Gathering & Goal Setting
- Money Quotient Gathering 2015
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2016
- Money Quotient Retreat 2018
- Money Quotient Retreat 2020
Mary Clapp
Associate Planner CAPTRUST View Qualifications
Phone: 6153691411
Email: mary.clapp@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Matt Bader
CAPTRUST View Qualifications
Phone: 6153691411
Email: matt.bader@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Matt Elliott CFP®
J.F. Williams Co., Inc. View Qualifications
Phone: 303-753-4506
Email: matt@jfwco.com
Website: https://jfwco.com/
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
Matt Knoll, CFP®
The Planning Center Inc. View Qualifications
Phone: 309-797-4030
Email: mattk@theplanningcenter.com
Website: https://www.theplanningcenter.com/
- First Step Cash Management System™
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Money Quotient Gathering 2019
Matthew Hannum, CFP®
Sterling Financial Group View Qualifications
Phone: 973.729.1234
Fax: 973.729.8079
Email: mhannum@sterlingadvice.com
Website: http://www.sterlingadvice.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Matthew Sivertsen, CFP®
The Planning Center View Qualifications
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
- First Step Cash Management System™
- Empowering Change
- Money Quotient Retreat 2007
- Money Quotient Retreat 2010
- Money Quotient Retreat 2012
- In-Depth Data Gathering & Goal Setting
- Money Quotient Retreat 2016
Megan Buchanan, CFP®
Silver Oak Advisory Group View Qualifications
Phone: 503.242.1715
Email: megan@silveroak.net
Website: https://www.silveroak.net/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Melissa Ballard, CFP®
PYA Waltman Capital, LLC View Qualifications
Phone: 865.693.6301
Fax: 865.693.6302
Email: mballard@pyawaltman.com
Website: http://www.pyawaltman.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Michael A. Branham, CFP®
Financial Planner The Planning Center, Inc View Qualifications
Phone: 907.276.1400
Email: mike@theplanningcenter.com
Website: http://www.theplanningcenter.com
- Fundamentals of True Wealth™ Planning
- First Step Cash Management System™
- In-Depth Data Gathering & Goal Setting
Michael A. Branham, CFP®
Financial Planner The Planning Center, Inc. View Qualifications
Phone: 763.494.8791
Fax: 763.374.8874
Email: mike2@theplanningcenter.com
Website: http://www.theplanningcenter.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- First Step Cash Management System™
Michael Frie, CFP®
Personal Benefit Services Wealth Management View Qualifications
Phone: 303.424.2100
Email: Michael.frie@pbswm.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
Michael Ginsberg JD, CFP®
Ginsberg Financial Strategies View Qualifications
Phone:
Email: michael@ginsbergfs.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Michael Goldman, M.A., CFP®
Gather Financial Planning View Qualifications
Phone: (207) 781-3500
Email: support@gatherfp.com
Website: https://www.gatherfinancialplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Michael K. Babcock, CFP®
Legacy Consulting Group View Qualifications
Phone: 972.599.4750
Fax: 972.599.4750
Email: mbabcock@legacyconsultinggroup.com
Website: http://www.legacyconsultinggroup.com
- First Step Cash Management System™
Michael Mustian, CFP®, CKA®
Certified Financial Planner® Carolina Retirement Solutions View Qualifications
Phone: (704) 545-9502
Email: michael@wisewayadvisors.com
Website: https://www.carolina-retire.com/
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
Michael Schell, CFP®
Financial Planner Pathway Financial Advisors, LLC View Qualifications
Phone: 802-660-7086
Email: mike@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Michael Whaley
Selectpath Benefits & Financial View Qualifications
Phone: (519) 282-9040
Email: mwhaley@selectpath.ca
- In-Depth Data Gathering
- In-Depth Data Gathering & Goal Setting
Michael Whitehead CFA, CFP®
Principal Hutchison Whitehead Wealth Management, LLC View Qualifications
Phone: 724.873.8755
Fax: 412.774.1644
Email: mwhitehead@hwwealth.com
Website: http://www.hwwealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Michelle Deal
White River Investments View Qualifications
Phone: (512) 660-8268
Email: michelle@whiteriverinvestments.com
Website: https://www.whiteriverinvestments.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Mickey Jacobs
Partner CAPTRUST View Qualifications
Phone: 6153701302
Email: mickey.jacobs@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Mikael Jacobs
CAPTRUST View Qualifications
Phone: 6153691411
Email: mikael.jacobs@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Mike Lynch, CFP®
Money Matters of America, Inc View Qualifications
Phone: 9544231936
Fax: 9546063800
Email: mike@moneymattersofamerica.com
Website: https://www.mlwealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Mindy F. Davis, CFP ® CDFA ®
Cornerstone Wealth Planning View Qualifications
Phone: 207-376-3160
Email: mindydavis@cornerstonewp.com
Website: https://www.cornerstonewp.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Mollie Korenstein, CFP®
Farther Finance Advisors View Qualifications
Phone: 973-533-0666
Email: mkorenstein@financial-lifefocus.com
Website: https://financial-lifefocus.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Narumi Yoshida, CPA/PFS, CFP®, EA
Yoshida Wealth Management, Inc View Qualifications
Phone: (646) 775-0655
Email: nyoshida@yoshidawealth.com
Website: https://www.yoshidawealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Natalie Wagner, CFRC
Money Wellness Coach Vital Financials LLC View Qualifications
Phone: 303.507.9250
Fax: 303.733.2364
Email: nataliep.wagner@vitalfinancials.com
Website: http://www.vitalfinancials.com
- First Step Cash Management System™
- Money Quotient Gathering 2017
- Money Quotient Gathering 2019
- Money Quotient Retreat 2018
Nate Johnson, CFP
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 513-792-6648
Email: n.johnson@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Nicholas A. Nicolette, CFP®
Sterling Financial Group View Qualifications
Phone: 973.729.1234
Fax: 973.729.8079
Email: nnicolette@sterlingadvice.com
Website: http://www.sterlingadvice.com
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
- Principles of Client Communication & Discovery
- Money Quotient Retreat 2014
Nick Nauta
Shotwell Rutter Baer View Qualifications
Phone: 517-321-4832
Email: nnauta@srbadvisors.com
Website: https://www.srbadvisors.com
- Fundamentals of True Wealth™ Planning
- First Step Cash Management System™
Nicole Robinson, CFP®
Cosca Pty, Ltd View Qualifications
Phone: (041) 275-2451
Email: nrobinson@cosca.com.au
Website: https://cosca.com.au/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Oscar Alvarez CFP®, MS, CDFA®
Owner Pathway Financial Planning, Inc View Qualifications
Phone: (757) 595-4588
Email: oscar@pathwayfp.net
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Pam Bergeson, RLP
Tailwind Financial Planning View Qualifications
Phone: (609) 257-8844
Email: Pam@tailwindfp.com
Website: https://tailwindfp.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Pat Phillips, CFP®
Wealth Architects View Qualifications
Phone: 650.325.9044
Fax: 650.325.9047
Email: pat@wealtharchitects.com
Website: http://www.wealtharchitects.com/
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
Paul Strebel
The Strebel Planning Group View Qualifications
Phone: 607.275.1275
Email: paul@strebelcpa.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering
Philip Henninger
CAPTRUST View Qualifications
Phone: 6153691411
Email: philip.henninger@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Randy Lee
CFP, Partner CAPTRUST View Qualifications
Phone: 615-369-1430
Email: randy.lee@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Raquel Hinman, CFP®, CDFA®
Founder & Principal Hinman Financial Planning, Inc View Qualifications
Phone: (720) 460-0908
Email: raquel@hinmanfp.com
Website: https://hinmanfp.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Rebecca Cherman
Associate CAPTRUST View Qualifications
Phone: 6153691438
Email: rebecca.cherman@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Rebekah Eason CFP®
Rooted Planning Group View Qualifications
Phone:
Email: Becky@RootedPG.com
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Richard Jackson, CFP®
Jackson & Associates, Inc. View Qualifications
Phone: 505-944-8404
Fax: 505-369-1925
Email: richard@jacksonrfw.com
Website: http://www.JacksonRFW.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Richard Taborda, CFP®, CIMA®, RICP®
President LBT Wealth Management, LLC View Qualifications
Phone: 732.479.1730
Fax: 732.479.1734
Email: rtaborda@lbtwealth.com
Website: http://www.lbtwealth.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Completed Implementation Consultation Program
- First Step Cash Management System™
Rick Kahler, MSFP, ChFC
Kahler Financial Group View Qualifications
Phone: 605.343.1400
Fax: 605.721.0194
Email: rick@kahlerfinancial.com
Website: http://www.kahlerfinancial.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering
- First Step Cash Management System™
- Money Quotient Retreat 2008
- Money Quotient Retreat 2010
Riley Poppy CFP®, CSLP®, BFA, CTS
Founder & Financial Planner Ignite Financial Planning View Qualifications
Phone: 206-486-6240
Email: riley@ignitefinancialplanning.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Robb Severdia, CFP®
Financial Planner Nest Financial Planning, LLC View Qualifications
Phone: 5037899411
Email: robb@nestfinancialplanning.com
Website: http://www.nestfinancialplanning.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
- First Step Cash Management System™
- Money Quotient Retreat 2014
Robert C. Macaulay, CFP®, RICP®
Founder & Managing Principal Brick House Strategic Wealth View Qualifications
Phone: 267-753-7066
Fax: (215) 860-1687
Email: rob@brickhouseSW.com
Website: https://www.brickhousestrategicwealth.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Robert Rahaim, CFP®
DeSeranno Wealth Planning View Qualifications
Phone: 313.885.0114
Fax: 313.885.4959
Email: rrahaim@deseranno.com
Website: http://www.deseranno.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering & Goal Setting
Roger A. Shake, CFP®, RLP®, CeFT®
Partner Legacy Consulting Group View Qualifications
Phone: 972.599.4750
Fax: 972.599.4751
Email: rshake@legacyconsultinggroup.com
Website: http://www.LegacyConsultingGroup.com
- Fundamentals of True Wealth™ Planning
- First Step Cash Management System™
- Principles of Client Communication & Discovery
- In-Depth Data Gathering
Ron Wilkinson, CFP®
Security First Advisors View Qualifications
Phone: 800.898.4224
Fax: 503.221.4483
Email: ron@sfainc.us
Website: http://www.sfainc.us
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
- Veteran MQ Financial Life Planner
- Money Quotient Retreat 2007
- Money Quotient Retreat 2010
- Money Quotient Retreat 2016
Rosanna Marie Neil, JD, CFP®
Chicory Wealth View Qualifications
Phone: 404-348-0660
Email: rosannamneil@chicorywealth.com
Website: https://www.chicorywealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
- First Step Cash Management System™
Ross Weiner, PhD, CFP®
Sterling Financial Group View Qualifications
Phone: 973.729.1234
Fax: 973.729.8079
Email: rweiner@sterlingadvice.com
Website: http://www.sterlingadvice.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Russell Slagle, CPA
CAPTRUST View Qualifications
Phone: (615) 277-9564
Email: russell.slagle@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Ryan Kelly, EA, CFP®
Yeske Buie, Inc. View Qualifications
Phone: (415) 956-9686
Fax: (866) 549-4990
Email: RyanKelly@yebu.com
Website: https://yebu.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Ryan Keshemberg
Keshemberg Advisory, Ltd View Qualifications
Phone: 920.205.4381
Email: ryan@keshemberg.com
- First Step Cash Management System™
Ryan Klekar, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: r.klekar@truepointwealth.com
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Sabrina Lowell, CFP®, CPCC
Founder + CEO Second Summit Wealth Management View Qualifications
Phone: (415) 516-9775
Email: sabrina@secondsummitwealth.com
Website: https://secondsummitwealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Sara Casale, CFP
Financial Planner Cornerstone Financial Planning View Qualifications
Phone: (207) 772-8133
Email: sara@cornerstoneplanning.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Sasha Hassell, CFP®, CLTC
Hassell Wealth Management View Qualifications
Phone: 985-746-3951
Email: sasha@hassellwealth.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Savannah Cooper CFP®, EA
Morris Financial Concepts View Qualifications
Phone: 843-884-6192
Email: savannah.cooper@mfcplanners.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Scott Barbee, CPA, CFP®, CAP®
Principal & Wealth Advisor Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: s.barbee@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Scott Beaudin, CFP®, CPA/PFS
Pathway Financial Advisors, LLC View Qualifications
Phone: (802) 660-7086
Email: sbeaudin@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Scott Emblen, CFP®, CDFA®
Independent Progressive Advisors View Qualifications
Phone: 5035367351
Email: scott@ipawealthmanagement.com
Website: http://www.ipawealthmanagement.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Scott Frank
Stone Steps Financial LLC View Qualifications
Phone:
Email: scott@stonestepsfinancial.com
- First Step Cash Management System™
Sean Gerlin, CFP®, ChFC®, CLU®
Envision Wealth Planners View Qualifications
Phone: (407) 720-6535
Email: sean.gerlin@envisionplanners.com
Website: http://www.envisionplanners.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Shannon Nook, FPQP™
Liberty Financial Group View Qualifications
Phone: 12625109072
Fax: 262.785.6655
Email: shannon@lfgwi.com
Website: http://www.lfgwi.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- Completed Implementation Consultation Program
- Money Quotient Gathering 2015
Stacie Nemetz, CFP® AIF®
Financial Advisor Apella Wealth View Qualifications
Phone: 360.754.9475
Fax: (360) 786-8174
Email: SNemetz@ApellaWealth.com
Website: https://apellawealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Stacy Biermaier, CFP®
JNBA Financial Advisors
Phone: 9528440995
Email: stacy.biermaier@jnba.com
Website: https://jnba.com/
Stephanie Griebel, CFP®
Davis Wealth Advisors View Qualifications
Phone: 603-871-4844
Email: stephanie@daviswealthadvisors.net
Website: https://www.daviswealthadvisors.net/
- In-Depth Data Gathering
Stephen Hassell, CFP®
Wealth Advisor Hassell Wealth Management View Qualifications
Phone: 985-868-9881
Email: stephen@hassellwealth.com
Website: https://www.hassellwealth.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Steve French CKA
Founding Advisor Harvest Money View Qualifications
Phone:
Email: sfrench@harvest-fr.com
- In-Depth Data Gathering
Steven M. Singer
Retirement Solutions View Qualifications
Phone: 310.526.3210
Fax: 310.444.0687
Email: steve@retirementsolutions.net
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Complete True Wealth™ Planning Tool Kit
- Principles of Client Communication & Discovery
- Money Quotient Retreat 2007
- Money Quotient Retreat 2008
- Money Quotient Retreat 2010
- Money Quotient Retreat 2012
- Money Quotient Retreat 2014
- Money Quotient Gathering 2015
- Money Quotient Gathering 2017
- Money Quotient Retreat 2016
Susan Harris
Associate Planner CAPTRUST View Qualifications
Phone: 615-277-9470
Fax: 615-589-5389
Email: susan.harris@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Sydney Woodward, CFP®
Financial Planner Yeske Buie View Qualifications
Phone:
Email: sydney@yebu.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Taylor Garland
CAPTRUST View Qualifications
Phone: 6153691411
Email: taylor.garland@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Taylor Morrison
CAPTRUST View Qualifications
Phone: (615) 377-1177
Email: taylor.morrison@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Teri Alexander, CFP®, MSFP, CeFT ®, AIF®
Founder/Senior Advisor Alexander Financial Planning, Inc View Qualifications
Phone: (614) 538-1600
Fax: (614) 824-4865
Email: talexander@afp-advisors.com
Website: https://www.alexanderfinancialplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Therese Govern, MBA, CPA, CFP®
Therese Govern Financial Advisors LLC View Qualifications
Phone: 206.357.8538
Fax: 206.299.9944
Email: tgovern@governadvisors.com
Website: http://www.governadvisors.com
- Fundamentals of True Wealth™ Planning
- Veteran MQ Financial Life Planner
- In-Depth Data Gathering
Thomas J. Duffy, CFP®, MBA
Principal Jersey Shore Financial Advisors, LLC View Qualifications
Phone: 732.229.7489
Email: tduffy@myfamilyfiduciary.com
Website: http://www.myfamilyfiduciary.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Thomas Stephen, CFP®, RICP®
Principal & Owner Glenwood Investment Group View Qualifications
Phone:
Email: thomas@glenwoodinvestment.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Thomas Talbott, CFP®
Partner, Financial Advisor Stewardship Advisors, LLC View Qualifications
Phone: 717-492-4787
Email: ttalbott@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Tiffany Ritchie CFP®
Morris Financial Concepts View Qualifications
Phone: 843-884-6192
Email: Tiffany.Ritchie@mfcplanners.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Todd Porterfield, CFP®, RICP®
Founder & CEO Fairchild Capital, LLC View Qualifications
Phone: (503) 828-3796
Email: todpor@fairchild-capital.com
Website: https://fairchild-capital.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
Todd Woodard
Mosaic Wealth Management Group View Qualifications
Phone: 407.622.7526
Email: twoodard@mosaic-wealth.com
Website: http://www.mosaic-wealth.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering & Goal Setting
- First Step Cash Management System™
- Money Quotient Gathering 2015
- Money Quotient Gathering 2017
- Money Quotient Retreat 2016
Tom Deichert, CFP®
Wealth Solutions...by design, PLLC View Qualifications
Phone: 360.779.9005
Fax: 360.779.9006
Email: tom@wealthsolutionsbydesign.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering
Tom Thalman, CRPC®, CFP®
Financial Planner Turning Point Retirement Associates View Qualifications
Phone: (919) 609-4617
Email: tom.thalman@turningpointra.net
Website: https://www.turningpointra.net/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Trey Finch
Director of Client Service CAPTRUST View Qualifications
Phone: 6153691417
Email: trey.finch@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Trey R. Isgrig, CPA. CKA
Isgrig Capital Asset Management, LLC View Qualifications
Phone: (513) 404-9428
Fax: 513-457-4711
Email: trey.isgrig@icamllc.com
Website: http://icamllc.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Troy Decastro
Pathway Financial Partners View Qualifications
Phone: 404-401-4001
Email: troy@pathwayfinancialpartners.com
Website: https://www.highlandtrustpartners.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Tyler Eliason, MBA
Senior Financial Advisor SBSU Financial Services View Qualifications
Phone: (435)-652-7004
Email: tyler.eliason@ceterais.com
Website: https://www.sbsufinancial.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
Tyler Elliott, JD, CFP®
Owner & Principal Watershed Wealth Planning LLC View Qualifications
Phone: (503) 862-9064
Fax: (855) 788-6826
Email: tyler@wwplanning.com
Website: https://www.watershedwealthplanning.com/
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering & Goal Setting
- First Step Cash Management System™
Tyler Scott, CFA, CFP®
Wealth Architects View Qualifications
Phone: 650-325-9044
Email: tyler@wealtharchitects.com
Website: http://www.wealtharchitects.com/
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
Tyler Sinclair
CAPTRUST View Qualifications
Phone: (615) 277-9480
Email: tyler.sinclair@captrust.com
Website: https://www.captrust.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
Virginia T. Harriett, CFP®, AIF®
Financial Advisor Harriett Financial Group View Qualifications
Phone: 856.596.4830 x 2538
Fax: 856.988.8410
Email: vharriett@lincolninvestment.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- In-Depth Data Gathering & Goal Setting
- Veteran MQ Financial Life Planner
- Principles of Client Communication & Discovery
- Money Quotient Retreat 2008
- Money Quotient Retreat 2010
- Money Quotient Gathering 2017
- Money Quotient Retreat 2016
- Money Quotient Retreat 2020
Wayne Lippert, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: w.lippert@truepointwealth.com
Website: https://truepointwealth.com/
- Complete True Wealth™ Planning Tool Kit
- Fundamentals of True Wealth™ Planning
William T. Morrissey, CFP®
EP Wealth Advisors View Qualifications
Phone: 360.336.6527
Fax: 360.336.6528
Email: wmorrissey@epwealth.com
Website: http://www.epwealth.com
- Fundamentals of True Wealth™ Planning
- Complete True Wealth™ Planning Tool Kit
- Veteran MQ Financial Life Planner
- Money Quotient Retreat 2007
- Money Quotient Retreat 2008
- Money Quotient Retreat 2010
- Money Quotient Retreat 2012
- Money Quotient Retreat 2014
- Money Quotient Gathering 2019
- Money Quotient Retreat 2016
- Money Quotient Retreat 2018
Yusuf Abugideiri, CFP®
Yeske Buie, Inc. View Qualifications
Phone: 703.538.2116
Fax: 866.549.4990
Email: yusuf@yebu.com
Website: http://www.yebu.com
- Fundamentals of True Wealth™ Planning
- Completed Implementation Consultation Program
- Complete True Wealth™ Planning Tool Kit
Zaneilia Harris, CFP®
President Harris and Harris Wealth Management View Qualifications
Phone: 301.218.0885
Fax: 301.218.8139
Email: zaneilia.harris@hhwealth.com
Website: http://www.hhwealth.com
- Fundamentals of True Wealth™ Planning
- In-Depth Data Gathering
A complete suite of client tools and educational materials
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
Facilitated group discussions and exercises that foster creative thinking and harness the collective wisdom of the participants.
Individualized coaching and self-study following completion of Fundamentals of True Wealth™ Planning
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
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