What does Money Quotient do?

Money Quotient (MQ™) is a financial services company based in Portland, Oregon, established in January 2001. With a team of around 9 employees, the company generates $22 million in revenue. Money Quotient focuses on education and research to enhance how financial professionals serve their clients. The mission of Money Quotient is to promote a values-based, life-centered approach to financial planning. The company emphasizes a holistic view of "true wealth," considering individual values and circumstances rather than just net worth. Money Quotient offers financial professionals three main services: expert-led education courses, a replicable Financial Life Planning process called the True Wealth™ Planning model, and research-based facilitation tools to improve client interactions. Money Quotient caters to financial professionals of various sizes and specialties, including those starting new practices or looking to enhance their communication skills. The company aims to empower advisors and planners to build meaningful relationships with their clients.