We’re excited to announce some major updates to how we serve our community! We’ve eliminated membership tiers—now, all MQ Partners have access to our entire library or resources with pricing equivalent to the former Gold level.
We’ve also transformed how new MQ Partners come on board, making the process simpler and more flexible. Instead of picking a tier, people now choose from three implementation experiences: the Self-Study Experience ($600), the Community Experience ($4,500), or the Community Experience + Personal Coaching ($30,000) for those seeking deep, hands-on guidance.
We’re looking forward to this exciting new chapter and can’t wait to support you in even bigger ways!
Podcast for Foreign-Born Individuals & Expats
Jane Mepham, CFP®, who specializes in serving foreign-born individuals and foreign nationals on work visas,…
Josh Ackerman, CFP® of Context Financial's podcast, Transition Talks, is dedicated to exploring business exits…
Standard Deviations Podcast Features Meaning in Life
If you’re a fan of Dr. Daniel Crosby’s Standard Deviations podcast, get ready for an…
Amy Mullen Featured in Intuit’s Latest Article on Values-Based Financial Planning
Financial planning is about more than just numbers—it’s about aligning money with what truly matters.…
Unlocking More Tools & Resources—Webinars Coming Soon!
Did you know? As part of our big operational changes, all Gold and Platinum Partners—plus Silver Partners who choose to upgrade—now have access to every Money Quotient tool! No more tiers—just full access to the resources designed to help you bring deeper conversations and meaningful change to your clients.
To help you make the most of these expanded tools, we’ll be hosting a several webinars in the coming months to guide you through what’s available, how to integrate them into your practice, and ways to maximize their impact. Stay tuned for details—we can’t wait to help you dive in!
Upcoming MQ Fundamentals
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Upcoming Events
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From Recipes to Intuition: Mastering True Wealth Planning
Derek Hagen, CFA, CFP®, FBS®, CFT™ "Learn the rules like a pro, so you can…
Doing is the First Step to Becoming
Derek Hagen, CFA, CFP®, FBS®, CFT™ "You don't have to be great to start, but…
The Problems with Empathy
In the Financial Planning industry, the hot word on the street is that empathy and…