Guiding Positive Change with the Life Transitions Survey

As one of the centerpieces of the M.Q. Financial Life Planning toolkit, the Life Transitions Survey is likely part of your client meeting process, but are you using it to its full potential?  The Life Transitions Survey is designed to help your clients better understand the inextricable ties between life and finance.  It will also open . . . → Read More: Guiding Positive Change with the Life Transitions Survey

New Thinking about Giving

With the holiday season fast approaching, many of your clients may have charitable giving on their minds.  As a Financial Life Planning professional, it is important to be armed with resources to help clients make giving decisions.  Regardless of how or where they choose to give, most of your clients would like to feel confident their . . . → Read More: New Thinking about Giving

Tips for Conducting Time Efficient Financial Life Planning Meetings

Time is a valuable commodity for both you and your clients.  Therefore, it is important to keep your M.Q. Financial Life Planning process focused and efficient.  This will help your clients stay engaged, assist you in accomplishing your meeting goals, and make your client conversations effective and meaningful.  A little bit of preparation goes a long . . . → Read More: Tips for Conducting Time Efficient Financial Life Planning Meetings

Nurturing Financial Capability

Financial capability is defined as the capacity—based on knowledge, skills, and access—to manage financial resources effectively.  All parents, of course, hope their children will grow up to be financially responsible, savvy, and confident adults.  However, because financial education has rarely been taught at home or in schools, most parents themselves feel ill-equipped to train and guide . . . → Read More: Nurturing Financial Capability

Goals Are Key to Designing a “Rich Life”

Financial Life Planning is a holistic process that will help your clients clarify their values and guide them in defining and designing their unique version of the “rich life.”

Goal setting is an essential component of this process, and a powerful tool for clients to experience what is most important in their lives.  When your clients imagine . . . → Read More: Goals Are Key to Designing a “Rich Life”

Licensee Spotlight: Johnny Roland

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

This “Licensee Spotlight” shines on Johnny Roland.  Johnny is a Personal Financial Planner at Aspire Capital Management, located in Walnut Creek, California.  He is excited to associate with a firm placing its clients . . . → Read More: Licensee Spotlight: Johnny Roland

Tool Examiner: Personal Insights about Planning and Goal Setting

This “Tool Examiner” article looks at the Personal Insights about Planning and Goal Setting tool.

Many individuals are reluctant to set goals because of prior unsuccessful experiences.  Another common reaction is feeling intimidated or pressured by the goal setting process.  Negative feelings about goal setting can short-circuit the Financial Life Planning process.

Before beginning the goal setting process, . . . → Read More: Tool Examiner: Personal Insights about Planning and Goal Setting

Helping Clients to Prepare for Old Age with Meaning & Purpose

It is not uncommon for individuals to avoid thinking about growing old because it conjures up feelings of dread and anxiety as well as images of inactivity, sadness, and decline. The truth is, however, that life can remain rich, satisfying, and meaningful throughout one’s lifespan. Each life stage offers challenges, but incredible rewards as well.

Therefore, it . . . → Read More: Helping Clients to Prepare for Old Age with Meaning & Purpose

Enhancing Life Planning with Ethical Wills

For many years, Money Quotient has recommended to financial planners that they introduce the concept of Ethical Wills to their clients.  This wonderful tool for personal communication is the perfect adjunct to our M.Q. Financial Life Planning tools and processes.

Susan Turnbull has become the leading expert on the value of Ethical Wills and has written . . . → Read More: Enhancing Life Planning with Ethical Wills

M.Q. Licensees David Yeske & Elissa Buie Honored as “Transformational Advisers”

Congratulations to M.Q. Licensees David Yeske & Elissa Buie who were recently honored as “transformational advisers” in the 15th anniversary issue of InvestmentNews!

The purpose of this special edition was to look back at the people, events, and moments that have forever changed the business of financial advice.  To read the article, click . . . → Read More: M.Q. Licensees David Yeske & Elissa Buie Honored as “Transformational Advisers”