Money Quotient Blog

This “Tool Examiner” article looks at the Present Financial Life tool.

Present Financial Life (PFL) is a tool designed to create a life-focused, values-based context for your initial data gathering efforts with prospective and new clients. PFL will help to build rapport with your prospective and new clients while also keeping your “get acquainted” conversations efficient and . . . → Read More: Tool Examiner: Present Financial Life

This “Tool Examiner” article looks at the Retirement: Thinking it Through tool.

Research has shown that “degree of thinking about retirement” is the most powerful predictor of taking retirement planning action steps. The purpose of M.Q.’s Retirement: Thinking it Through tool is to stimulate thinking about retirement and to assess feelings and attitudes about that stage of . . . → Read More: Tool Examiner: Retirement: Thinking it Through

This “Tool Examiner” article looks at the Defining True Wealth tool.

The word “rich” can be defined as possessing great material wealth; and, it can also be defined as that which is “abundant, meaningful, and significant.” What does being “rich” mean to you? Financial security is an important goal, but is it enough? Is money the only . . . → Read More: Tool Examiner: Defining True Wealth

This “Tool Examiner” article looks at the Investing Your Time and Energy tool.

Investing Your Time and Energy is the newest 1-on-1 Practice Tool. Each question is designed to help your clients identify activities and endeavors that have enriched their lives in the past, provide value now, and will nurture a sense of satisfaction and purpose in . . . → Read More: Tool Examiner: Investing Your Time and Energy

“Tool Examiner” articles take an in-depth look at a specific tool from within the Money Quotient suite of Financial Life Planning® 1-on-1 Practice Tools, and provide tips and techniques for successfully using the tool with clients. This article looks at the Personal Insights about Money tool.

Personal Insights about Money is designed to increase your clients’ understanding . . . → Read More: “Tool Examiner: Personal Insights about Money”

“Tool Examiner” articles take an in-depth look at a specific tool from within the Money Quotient suite of Financial Life Planning® 1-on-1 Practice Tools, and provide tips and techniques for successfully using the tool with clients.

The Visualize Your Future worksheet is designed to follow the Wheel of Life exercise. It will help your clients clarify their . . . → Read More: “Tool Examiner: Visualize Your Future”

“Tool Examiner” articles take an in-depth look at a specific tool from within the Money Quotient suite of Financial Life Planning® 1-on-1 Practice Tools, and provide tips and techniques for successfully using the tool with clients.

Our lives are permeated with change. We cannot stop change, but we can often do a better job of preparing for . . . → Read More: “Tool Examiner: Personal Insights about Change”