True Wealth Articles for Financial Professionals
About True Wealth Compass
I write about the True Wealth Planning financial life planning process. This includes topics such as personal values, effective communication, client engagement, and the client/planner relationship.
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About the Author
Amy Mullen is the President of Money Quotient. She believes in a values-based approach to financial planning and teaches financial professionals about the benefits and effectiveness of implementing such a system into their practices.
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Other Columns
Life Planning Weekly – with Derek Hagen
Life Planning Weekly is a newsletter written for financial professionals about financial life planning, incorporating simple drawings to highlight key points.
Meaningful Money – with Derek Hagen
Meaningful Money is a newsletter written for the clients of financial professionals and consumers in general about life planning topics that help them live meaningful lives.