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®
October Anniversaries!
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…
Leveraging Accountability with Dr. Daniel Crosby and Michael Kitces
In the latest episode of the podcast Standard Deviations, Dr. Daniel Crosby spoke with Michael…
The Impact of Subjective vs Objective Financial Knowledge
The Journal of Financial Therapy recently published an article about the Direct and Indirect Effects…
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 Fundamentals
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Upcoming Events
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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…