Money Quotient’s story began in the early 1980s with Carol Anderson, an educator who recognized the widespread lack of financial literacy – even among professionals like doctors and lawyers. This realization sparked her passion to bridge the gap between knowledge and behavior in personal finance.

In the years that followed, Carol conducted extensive research, developed educational tools, and explored innovative ways to empower individuals in their financial journeys. Her work emphasized the connection between emotional awareness and financial decision-making, laying the groundwork for a holistic approach to financial planning.

In 2001, Money Quotient was officially founded, drawing on Carol’s years of research and development. The organization has grown into a leader in financial life planning, providing training, tools, and resources that integrate emotional and financial well-being. Through collaboration with advisors and organizations, MQ has built a lasting legacy of meaningful client relationships and transformational financial practices.