“Sharing Success: Steve and Sue and The Wheel of Life”

“Sharing Success” articles allow M.Q. Licensees to let other members of the M.Q. Community hear about their positive experiences using Money Quotient materials. In this “Sharing Success,” Eric Kies, CFP®, AIFA, of The Planning Center in Moline, IL recounts a client interaction involving The Wheel of Life tool.

Thoreau said, “Things do not . . . → Read More: “Sharing Success: Steve and Sue and The Wheel of Life”