Money Quotient®
Putting Money in the Context of Life≮
Q & A
A: FLP makes planning more relevant
to the client and adds a dimension
of deeper understanding to the
client/professional relationship.
For the Financial Life Planner, the life of the client is the axis around
which financial discussions revolve and evolve. Although most
individuals understand that money is not the be all and end all, they
do perceive money as a means to building the life they desire and
avoiding circumstances they will regret. Therefore, those seeking
advice will quickly connect with a financial professional who
possesses the skills to connect their money to their lives, and who is a
partner, guide, and educator.
Q: What are the long-term client
benefits of Financial Life Planning?
FINANCIAL LIFE PLANNING
Q: How does the Financial Life
Planning (FLP) approach enhance
financial planning?
A: FLP initiates a discovery process
that allows clients to gain a better
understanding of their true life
goals and desires, deepening their
commitment to their financial plan
and inspiring action.
Q: What sets M.Q. materials and
training apart from other Financial
Life Planning tools and resources?
A: M.Q. tools and training allow the
professional to get to know their
clients in a deep and meaningful
way, letting clients know that who
they are and what they care about
is of paramount importance. In turn,
M.Q. materials allow clients to see a
direct link between their financial
plan and their life goals. M.Q. also
provides ongoing support to assist
in nurturing the development of
your client’s unique version of
“quality of life.”
“Money Quotient is at
the leading edge of
integrating people’s
lives into the
quantitative world of
personal finance. If
we’re fortunate, the
future of financial
planning will look like
this.”
-John Nelson, Co-Author of
What Color Is Your Parachute?
For Retirement
17667 Noll Road NE, Poulsbo, WA 98370
Financial Life Planning® is a matter of
broadening the conversation from asset
management to life management. It is not
about having all the right answers; it is
about asking the right questions. Money
Quotient materials and training enable you
to do just that.
Money Quotient focuses on both the
practical and emotional factors that either
enhance or hinder quality of life and
financial satisfaction. According to the
underlying philosophy of our organization,
an individual’s financial life can be
represented by this simple formula:
I.Q.
+
E.Q. = M.Q.
Financial Knowledge + Emotional Intelligence =
Financial Well-Being
This perspective is unique because,
rather than using net worth as the true
picture of one’s financial status, M.Q.
takes a more holistic approach to
assessing “true wealth.”
THE MONEY QUOTIENT 5-E PROCESS
In addition to tools and training, Money Quotient provides a distinctive five-stage Financial
Life Planning process. Each stage incorporates the practical process of data-gathering
(I.Q.) and a guided discovery process (E.Q.). The combination of these two elements results
in financial portfolio that is built around high levels of client
self-awareness and advisor understanding.
The Money Quotient Financial Life Planning Process uses a 5-E approach; encouraging
clients to explore their values and priorities, engaging clients in an in-depth data gathering
process, assisting clients to envision their future through goal setting, enlightening the client
through the creation of financial solutions that support their life vision, and empowering the
client with newfound insights and knowledge.
Tel 360.697.4561
Fax 888.842.8435
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WWW.MONEYQUOTIENT.ORG