The M.Q. Blog is designed to help keep you connected to the M.Q. Community. In addition, the M.Q. Blog provides you with the opportunity to interact with and learn from M.Q. Licensees. Topics on the M.Q. Blog include:

  • Licensee discussions around use of M.Q. materials
  • Tips and techniques for using M.Q. tools
  • Guest writer posts relevant to Financial Life Planning
  • Licensee interviews
  • Updates on current happenings in the M.Q. Community
  • Q & A
  • Success stories
  • Information about upcoming M.Q. Learning Opportunities
  • And much more!


Money Quotient is a non-profit 501(c)(3) Financial Life Planning education and communications company that specializes in a life-centered approach to financial planning and building client/advisor relationships.

The mission of Money Quotient is to facilitate the exploration of a values-based, life-centered approach to financial planning.

We believe that this holistic process engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives.

To this end, we conduct innovative research; provide the highest quality tools and training, and nurture a community of like-minded professionals who truly want to affect change in the lives of those they serve.


To learn more about Money Quotient, please visit our website, www.moneyquotient.org. You may also click here to download an M.Q. Info Fact Sheet, providing a brief summary of the M.Q. Philosophy, a Q & A section with answers to frequently asked questions, and a brief description of the M.Q. “5-E” Financial Life Planning process.