PUTTING MONEY IN THE CONTEXT OF LIFE
Money Quotient's "Fundamentals of Financial Life Planning" training is returning to Portland, Oregon this summer and fall! We will be hosting sessions in the lovely City of Roses in July and October.

This intensive 3-day course covers both the philosophical foundation and the practical application of the Money Quotient model of Financial Life Planning. Gain hands on experience while learning how to integrate and custom-fit the Money Quotient tools and processes to enhance your practice and strengthen your client relationships.





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Don't miss this great opportunity to increase your Financial Life Planning skills, knowledge, and confidence! Here's what other advisors are saying...

"The M.Q. system helps the advisor bring their unique abilities and talents into play with the best of discovery tools to provide a truly enhanced financial planning experience.  Both advisor and client will appreciate the end results."
- Marty Kurtz, CFP�, AIFA | The Planning Center | Moline, IL

"The M.Q. process is a powerful, time-tested, and easy to execute methodology that will take your financial practice to the next level." 
- Rick Kahler, M.S., CFP� |  Kahler Financial Group | Rapid City, SD 

"Money Quotient tools enable us to ask the right questions, allowing us to know our clients better and faster.  Becoming part of the M.Q. Community will jump start your Financial Life Planning practice.  You will learn what you need to know to help your clients live the lives they really want.
- Michelle Maton, CFP�, EA, ATA
| Aequus Wealth Management | Chicago, IL

"By using the M.Q. Tools, we are telling our clients how important THEY are to us and that knowing who they are and what they care about is of paramount importance."  
- Michael Kay, CFP�, CPA | Financial Focus, LLC | Livingston, NJ
 

By attending this course you will learn and experience....

 The essential principles that comprise Money Quotient's unique model of Financial Life Planning.

  The practical and emotional factors that either enhance or hinder satisfaction and financial well-being.

  How to multiply the effectiveness of your discovery process.

  How to strengthen your communication skills and build meaningful, long-lasting client relationships. 

 How to align financial advice with the unique set of values, priorities, and circumstances of the individuals and families you serve.

 How to use Money Quotient materials to increase awareness, engage interest, enlighten thinking, and empower action.


Money Quotient offers a unique collaborative learning environment. You will appreciate....

 The opportunity to explore the depth and breadth of Financial Life Planning with like-minded professionals.

  Small class sizes and ample opportunities to contribute to the learning process.

  A Veteran M.Q. Licensee in attendance to answer questions and share his/her experience and insight regarding the Money Quotient tools and processes.

 Practical application of knowledge via interactive paired work assignments and group-led mock client meetings.

 Daily "Harvesting" sessions to share ah-ha moments and a "World Cafe" session on the last day to discuss ideas, create personal implementation plans, and receive input from your classmates.  
 
Everything you need to know to sign up for either of these terrific learning opportunities....

 
  


NON-LICENSEE RATE: Applies to individuals who are NOT Money Quotient Licensees. Those who choose to license within 30 days of attending the training course will receive a credit of $300.00 toward licensing fees

M.Q. LICENSEE RATE: Applies to Money Quotient Licensees who have NOT previously attended a Fundamentals of Financial Life Planning Training course.

M.Q. ALUMNI RATE: Applies to Money Quotient Licensees who HAVE previously attended a Fundamentals of Financial Life Planning Training course
 
   
       



Want to get your hands on every last detail about Money Quotient and "Fundamentals of Financial Life Planning" training? Try these links....
Includes complete training details for the Portland session including location, learning outcomes, lodging, and daily schedule.

Includes complete training details for the Minneapolis session including location, learning outcomes, lodging, and daily schedule.

Provides general information on the Money Quotient philosophy and process.

Provides in-depth information on Money Quotient materials and licensing options.

Money Quotient Website Fact Sheets Page 
Houses a number of additional Fact Sheets featuring various aspects of Money Quotient materials and the M.Q. approach to financial life planning.

Money Quotient Blog 
Contains articles about Money Quotient materials and Financial Life Planning.

You may also reach the M.Q. Team via email at: info@moneyquotient.org.



MONEY QUOTIENT

360.697.4561
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