Money Quotient Blog

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Virginia Harriett, CFP®. Virginia has been helping clients build financial plans to meet their short and long-term goals for over 20 years. She is a Senior . . . → Read More: Licensee Spotlight: Virginia Harriett

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Ron Wilkinson, CFP®. Ron has been a practicing life/wealth planner since 1981, and received his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial . . . → Read More: Licensee Spotlight: Ron Wilkinson

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Alecia Modahl, JD, LLM, CFP®. Alecia is an independent financial planner with KMS Financial Services, Inc. Prior to joining KMS, Alecia worked in both the corporate . . . → Read More: Licensee Spotlight: Alecia Modahl

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Hugues Rivard, CFP®, MBA. Hugues is a Certified Financial Planner (CFP™) with over 10 years of experience as a financial advisor. He specializes in comprehensive Financial . . . → Read More: Licensee Spotlight: Hugues Rivard

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

In this post, the “Licensee Spotlight” is placed upon Michael Kay, CFP®, CPA, and Therese Govern, CPA, MBA, CFP®. Michael and Therese will both be attending the upcoming August “Fundamentals of . . . → Read More: “Licensee Spotlight: Michael Kay and Therese Govern”

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Martin Kurtz, CFP®, AIFA. Marty is Founder and President of The Planning Center, an independent, fee-only financial planning firm located in Moline, Illinois. . . . → Read More: “Licensee Spotlight: Marty Kurtz”