Implementing True Wealth™
Transform your practice with Money Quotient's Implementation training options. Designed to fit your goals and resources, these programs guide you in putting True Wealth™ principles into action. Choose the option that aligns with your needs and experience a proven process for integrating True Wealth™ Planning into your practice.
"Always plan for the fact that no plan ever goes according to plan."
Simon Sinek
Three Ways to Implement True Wealth™ Planning
Self-Study
Experience
$1,200
Self-paced, asynchronous program
Experience
$1,200
Self-paced, asynchronous program
Community
Experience
$3,600
Join a cohort of like-minded professionals
Experience
$3,600
Join a cohort of like-minded professionals
Community Experience
+ Personal Coaching
$30,000*
A high-touch personalized program
+ Personal Coaching
$30,000*
A high-touch personalized program
Self-Paced Online Course
✔
-
-
Guided Online Course
-
✔
✔
Supportive Peer Group
-
✔
✔
Group Communication Workshops
-
6
6
Study Team Meetings
-
7
7
Coaching Calls
-
1
Custom
On-Site Visit
-
-
2-Day
Time Commitment
Self-paced
2–2.5 hours/week for 3 months
2–2.5 hours/week for 3 months + custom coaching
Implementation Fee
$1,200
$100 / month
$100 / month
$3,600
$300 / month
$300 / month
$30,000*
$2,500 / month
$2,500 / month
Ongoing Monthly Partner Fee
$145
$145
$145
Total Monthly Fee (First Year)
$245
$145 + $100
$145 + $100
$445
$145 + $300
$145 + $300
$2,645
$145 + $2,500
$145 + $2,500
Total Monthly Fee (Second Year & Beyond)
$145
$145
$145
All prices are per advisor, except where noted.
*$3,600 for each additional advisor.
Start Your Journey Today
Your journey starts with learning more about True Wealth™ Planning with our Fundamentals of True Wealth™ Planning training.
Fundamentals of True Wealth™ Planning Training