Money Quotient focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life. According to our underlying philosophy, an individual’s “real” financial well-being (MQ) is comprised of two essential components: emotional intelligence (EQ) and financial knowledge (IQ). Therefore, rather than using net worth as a snapshot of financial sta
tus, we take a more holistic approach to measuring financial health and maximizing quality of life. With this goal in mind, we created the MQ True Wealth Process™ for nurturing purposeful and highly engaged client relationships. In addition, we support your implementation success by providing:
- Research-based, 1-on-1 discovery and goal-setting tools
- Proven practice management resources
- Individualized consultations
- Ongoing continuing education opportunities
- Access to a supportive community of like-minded professionals
In addition our the 1-on-1 Practice Tools, Money Quotient offers an array of additional materials that can be licensed to support your client-centered, values-based practice. These materials include the First Step Cash Management System web-based cash flow management software, an extensive article library, a customized client newsletter, client workbooks that feature a “life planning” perspective on retirement, presentation materials, and much more. All are designed to complement the Money Quotient tools and enhance your client communications, relationship building activities, education initiatives, and marketing efforts.
