The challenges of successfully navigating the United States’ financial system can be especially difficult for recent immigrants, who may be adjusting to significantly different norms, cultural sensitivities, and monetary policies. Join MQ Veteran Partner Jane Mepham, CFP, as she discusses her own journey as an immigrant and financial advisor to a population seeking help that can be very difficult to find.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Tucson, AZ!
Money Quotient welcomes MQ Veteran Partner Dillon Cobb, CPA, CFP® of Simply Human Advisors in Texas. Dillon will share how she implements and utilizes the Money Quotient materials with his firm’s clients!
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
We will see you in Minneapolis, MN for the 2025 MQ Gathering! More details to follow, but Early Bird registration is now open!
