Licensee Spotlight: Brent Hamilton

M.Q. “Licensee Spotlight” articles interview Money Quotient Licensees and ask them to share their experiences with Money Quotient materials and the Financial Life Planning process.

After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services located in Lake Oswego, Oregon.  While attending college, Brent assisted in his . . . → Read More: Licensee Spotlight: Brent Hamilton

Helping Clients Define a Legacy of Values

How do middle-age and older adults currently define “leaving a legacy”?  This was the central question of a recent study that examined the attitudes, hopes, and concerns of baby boomers and their elders (Allianz American Legacies Pulse Survey, 2012).

A key finding was that these two generations view legacies as being much more than wealth.  In fact, . . . → Read More: Helping Clients Define a Legacy of Values

You Can Plan for Tomorrow….Just Don’t Plan on Tomorrow!

I have been involved in the practice of Tai-Chi for over twenty years.  One of the central tenants of the philosophy is to “go with the flow.”   It has almost become a cliché to use such a phrase, but the reality is that it is a very difficult thing to do.

First, you must . . . → Read More: You Can Plan for Tomorrow….Just Don’t Plan on Tomorrow!

Tool Examiner: Personal Insights about Life Balance

As a Financial Life Planner, an understanding of the nature and influence of values is essential.  Your goal is to learn what is most important to each client and to allow that understanding to guide your interactions, advice, and service.  In addition, you strive to help your clients become more aware of what is most important . . . → Read More: Tool Examiner: Personal Insights about Life Balance

Creating an Effective Introduction Packet for Prospective Clients

Sharing who you are, what you do, and why you do it with prospective clients is an essential step to finding clients who will appreciate your unique approach to financial planning.  As a Financial Life Planning professional, connecting with prospective clients also allows you the opportunity to set yourself apart.  Aside from website messaging, a well . . . → Read More: Creating an Effective Introduction Packet for Prospective Clients

Licensee Spotlight: Karen H. Smith

M.Q. “Licensee Spotlight” articles interview Money Quotient Licensees and ask them to share their experiences with Money Quotient materials and the Financial Life Planning process.

This “Licensee Spotlight” shines on Karen H. Smith of  Hausman Advisors located in Hood River and Portland, Oregon.  Karen splits her time between managing the operations of the firm, client education, and . . . → Read More: Licensee Spotlight: Karen H. Smith

Boomers Choose a New Approach to Life and Money

In terms of adult development theory, life after 50 is typically a pivotal stage when individuals rethink the direction their lives are taking, confront their own mortality, and dare to ask themselves, “Am I really happy?”  However, what distinguishes Baby Boomers from previous generations is that they wear their existential crisis on their sleeves.  Rather than . . . → Read More: Boomers Choose a New Approach to Life and Money

Helping Clients Explore Their Money History

Attitudes and beliefs about money have their roots in value-laden messages picked up along life’s journey.  These money messages are not only clothed in the words of others, but in their behaviors as well.  Family and cultural messages have a profound influence on our money beliefs.  Intellectually we can disagree, but subconsciously the messages can affect . . . → Read More: Helping Clients Explore Their Money History

Helping Clients Achieve Life Goals in the New Year

January often finds us in a goal setting mindset. The fresh start the new year provides and the tradition of creating resolutions urges us to reflect on past goals and think about future desires. This is a great time to help your clients assess (or reassess) their life goals.

In your roles of partner, guide, . . . → Read More: Helping Clients Achieve Life Goals in the New Year

Licensee Spotlight: Jonathan Millican

M.Q. “Licensee Spotlight” articles interview Money Quotient Licensees and ask them to share their experiences with Money Quotient materials and the Financial Life Planning process.

This “Licensee Spotlight” shines on Johnathan Millican. Jonathan earned his B.S. in Human Environmental Sciences with a concentration in Family Financial Planning from The University of Alabama. Beginning as an intern he . . . → Read More: Licensee Spotlight: Jonathan Millican