Ken Gillaspie Legacy Fund Scholarship RecipientsView all main articles
- Rosario Chacon, MBA, EA, CFP®, FBS®, CSLP®, CDFA®, CLC - Founder and Principal Adviser, Wealth-Source Financial
- Marian Nguyen - Client Service Associate, Rainer Wealth Management
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MQ Partners Talk Coffee and Life Planning on a Prolific Podcast!
Congratulations to two of our MQ partners who were recently featured on the 'Why Not…
Brenna Baucum, Forbes, and “The Cult of Never Enough”
MQ Veteran and Trainer, Brenna Baucum, CFP®, CTS™, was recently featured in Forbes How…
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A New Tool for Retired Clients!
Thanks to an excellent recommendation from MQ Veteran Daniel Howard, we’ve created a new practice management resource to add to our retirement-focused materials suite.
The Retirement Simple Financial Statement provides an easy opportunity to collect high-level financial information from prospective retired clients.
If there are practice management resources or client tools you would like to see developed, share your ideas with us!
Upcoming MQ FundamentalsView all MQ fundamentals
MQ Fundamentals of True Wealth™ Planning Virtual Training Course
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Registration for this course is now closed!
Upcoming EventsView all events
From Vision to Goals
A vision of one’s desired future may serve as a guiding light, but establishing a goal provides the roadmap and steps necessary to bring that vision to life. Join MQ Partner Jenna VanLeeuwen, CFP® as she discusses how she utilizes the MQ Tools and Resources to help her clients define their goals and enact plans to make their visions reality.
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Latest from the MQ BlogView all blog posts
When Saying “Stop It!” Doesn’t Work
Recognizing instinctual, subconscious, and engrained habits or responses is a challenging, but important, first step…
I Mean, Really, What is Risk Tolerance Anyway?
Since the dawn of time (well, that might be a tad exaggerative), financial advisors have…
Listen to Understand: The True Purpose of Client Discovery
In our work with financial planners, we frequently point out that a successful practice is…