We’d like to recognize and congratulate our first 2023 graduating class of the Fundamentals of True Wealth™ Planning training course. This comprehensive five-day course provided the philosophical foundation and academic theories that have shaped Money Quotient’s unique model of life-centered financial planning. In addition, it provides hands-on experience with facilitating meaningful discovery and motivating goal […]
Community Updates
Congratulations to Anna & Brenna
With much gratitude and love, we watched, waved, and cheered, as two of our MQ team members “flew the coup” to launch some new exciting endeavors! A big congratulations to Brenna Baucum as she launched her new firm, Collective Wealth Planning, providing values-based and life-centered comprehensive financial planning to the lucky citizens of Salem, OR. […]
What Will Be Your Body of Work?
In a recent article in the Journal of Financial Planning, MQ Partner Neal Van Zutphen, CFP®, FBS, CRPC reminisces on his own career and the insights he has gained by spending time recording and compiling a composition of his “body of work.” From failures to a “feel good file,” he explores the ultimate rewards of being […]
August Anniversaries
MQ Partners who are celebrating their 8+ years Anniversaries Gregg Clarke, CFP® 12 Years Meritas Wealth Management Jeremy Levinn, CFP® 8 years Financial Life Focus, LLC Michael Kay, CFP®, CPA 17 Years Financial Life Focus, LLC Jason Smith, CFP® 11 Years Hausman Advisors, LLC Hugues Rivard, CFP®, MBA 17 Years Financial Life Focus, LLC Paul Strebel 19 years […]
Jane Mepham’s Work at The Harvard Business School
Jane Mepham, a Ken Gillaspie Legacy Fund recipient in 2021, continues to impress the MQ Community. MQ Implementation Consultant Johnny Roland was excited to share the following during a recent conversation: “During my last ICP (Implementation Consulting Program) meeting with Jane, she shared that she recently gave a financial planning webinar to foreign-born students of […]
July MQ Partners Celebrating Anniversaries!
In July, the following MQ Partners celebrated their 5+ year anniversaries with the MQ Community! Thom Allison, CFP® 12 years The Mather Group Kaya Ladejobi, CFP® 5 years Earn Into Wealth Strategies, LLC Virginia Harriett, CFP®, CLTC, AIF® 18 years Lincoln Investment Planning, Inc. Aaron D. Lieberman, CFP® 5 years Marathon Wealth Management, Inc. Kirsten […]
Money Quotient Welcomes New MQ Partners
Following the completion of our training course in June, we are happy to introduce the newest members of the MQ Community! Stephanie Allen – Castlepoint Wealth Advisors Kristen Buchman – Castlepoint Wealth Advisors Barry Betters – Cornerstone Financial Planning Bethany Goodrich – Cornerstone Financial Planning Devon Braun – WillKate Casey Franken – WillKate Dillion Cobb […]
Joanne Burke CFP® Shout-Out to MQ
MQ Partner Joanne Burke, CFP®, CPA/PFS, MA, appeared on a May 2022 episode of “Shaping Change.” She was kind enough to mention Money Quotient when sharing her takeaways from the 2022 Retirement & Longevity Summit. Thank you for the kind words, Joanne!
Congrats to Corey Beal for Making 40/40
InvestmentNews has shared its 2022 class of “40 Under 40,” featuring top financial advisors, wealth managers, asset managers, and academic leaders in finance under 40 years of age. Congratulations to MQ Partner Corey Beal, CFP®, for making the list!
Ginger Ames Earns CFP® designation
Money Quotient is proud to announce that one of the newest members of the MQ Community has earned her CERTIFIED FINANCIAL PLANNER™ designation after fulfilling the experience requirement. Congratulations, Ginger!