Our October Fundamentals Cohort!View all main articles
We are excited to be currently hosting our October cohort of Fundamentals of True Wealth™ Planning! A special congratulations to the Ken Gillaspie Legacy Fund scholarship recipients, Marian Nguyen and Rosario Chacón, CFP®, FBS®, EA, CSLP®, CDFA®. We’re excited to support them as they continue to embrace Money Quotient’s unique model of life-centered financial planning.
- Clara Bright
- Rosario Chacón, CFP®, FBS®, EA, CSLP®, CDFA®
- Steve French, CKA
- Jen Macedo, CFP®
- Dan McIntosh, CFP®
- Cindy McNeill, CLU, EPC, CEA
- Marian Nguyen
- John Sabourin, CFP®, RRC, FLMI
- Jacob Toll, CFP®
- Michael Whaley
- Sara Young, CFP®
Community UpdatesView all community updates
Congrats to all the MQ Partners celebrating their 5+ year Anniversaries this October! We are…
MQ Partner Featured at Invest For Better!
Exciting news! On October 30th, Invest For Better will feature MQ Partner Laura Rotter, a distinguished…
Trending Online LinksView all trending online links
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Journey into Elderhood
The Journey into Elderhood workbook is designed to guide clients through a series of exercises that will help them plan for, and take charge of, their aging process. These steps will not only prepare them for the challenges that lie ahead but also help them recognize opportunities to increase their life satisfaction and sense of purpose as they grow older.
Let us know if you want you want an individually printed booklet or have unlimited access added to your existing MQ Partnership.
Upcoming MQ FundamentalsView all MQ fundamentals
MQ President Amy Mullen, CFP® will lead a two-day private training for Truepoint Wealth Counsel in Cincinnati, OH.
Upcoming EventsView all events
Guiding Clients to Giving With Intention
The array of options and opportunities in philanthropy can be complex and overwhelming. Money Quotient is excited to welcome Kelly Caffarelli, JD, and Faye Dresner, MBA, MSW of Resonance ATL, to share their expertise, experience, and knowledge in working directly with donors to ensure their contributions are making the desired impact.
MQU Alumni “Office Hour” Session with Marco Vangelisti
This webinar is an MQ Research & Education™ hosted event.
Instructor Marco Vangelisti has announced a networking event for alumni of his MQU course “Towards Aware and Values-Centered Investing” on Thursday, November 9, 2023 at 3:00pm PT / 6:00 pm ET, featuring special guest Vivienne Hsu, founder and CEO of LENDonate.
Latest from the MQ BlogView all blog posts
6 Steps to Changing Your Client’s Instinctual Responses
Working to make positive changes in our lives can be challenging for so many reasons.…
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…