MQ Partner Jeanna Fifer and recent Fundamentals graduate Kristin Baker were featured on a recent episode of the New Planner Podcast with Caleb Brown. The conversation offers an inside look at their unique paths into the profession and how they’ve built a collaborative, life-centered approach at Cordis Financial.
Jeanna shares her journey from early career planner to firm partner and leader—highlighting Cordis’ transition from broker-dealer to fee-only RIA and their deep integration of the MQ process. Kristin reflects on her pivot from banking and corporate life to financial planning and how her collaboration with Jeanna has created a strong foundation for growth.
Topics include:
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Life planning at Cordis Financial
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Transitioning to an RIA model
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Supporting work-life integration
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Hiring and developing emerging talent
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Real-world applications of the MQ process
Here’s a notable quote:
“We’ve really embraced the Money Quotient process and the thought leadership that Carol and Amy have put together in the MQ community.” -Jeanna Fifer