Congratulations to the new graduates from our most recent Fundamentals of True Wealth™ Planning training! We're excited to welcome many of them into the MQ Community, and to support them as they continue to embrace Money Quotient’s unique model of life-centered financial planning.
- Allan Moskowitz, CFP®, AIF
- Bill Laipple, CFP®
- Chad Lawyer, CFP®, RICP®, AEP®
- Chance Burroughs, CFP®, CRPC®, CFS®
- David Hicok, ChFC
- Derek Hagen, CFP®, CFT-I™, FBS®, CFA, CIPM
- Edward Hadad, CFP®
- Jonathan Berstein, CFA, CFP®
- Omen Quelvog
- Sarah Tenhundfeld, CFP®
- Sydney Woodard, CFP®
- Viktoria Kamin, CFP®
Andy Baxley and AI Scams
In the February issue of the Journal of Financial Planning, MQ Partner Andy Baxley, CFP®,…
Amy’s Latest Podcast
Amy Mullen, CFP®, President of MQ, was a recent guest on the AFO Wealth…
Invest Like A Psychopath
In a recent episode of the 50 Fires podcast, Carl Richards spoke with Jamie, a…
Helping Clients Find Deeper Meaning for their Money
This eMoney article explores the components of meaning, shallow vs deep meaning, and the connection between…
Issue-Driven Implementation
Your Annual Update meeting will often identify new concerns, life transitions, planning topics, or behavioral issues that you will want to discuss and plan for in the coming year. Use the Issue Driven Implementation Chart and Guide
Consider the following tool sequence for Retirement Planning:
- Retirement: Thinking It Through
- Wheel of My Retirement
- Visualize Your Retirement
- Retirement Vision
- My Ideal Week in Retirement
Upcoming MQ Fundamentals
View all MQ fundamentals
Upcoming Events
View all events
Why Positive Encouragement Often Fails
Have you experienced working with a client who has dragged their feet, procrastinated, or downright…
Advice Kills Conversation
Marty Kurtz, a financial planner for nearly four decades, past Financial Planning Association president, and…
6 Steps to Changing Your Client’s Instinctual Responses
Working to make positive changes in our lives can be challenging for so many reasons.…