For years, members of our community have wanted the opportunity to experience the True Wealth™ Planning process with their spouse or partner facilitated by an MQ Expert. Now you can!
Over the course of four one-hour meetings, MQ Consultants Paul Leighton and Brenna Baucum will guide you through the qualitative side of the True Wealth™ Planning Process via the True Wealth™ Planning Experience. It covers the Explore (getting acquainted), Engage (discovery), Envision (goal setting), and Enlighten (plan presentation) stages.
The True Wealth™ Planning Experience will consist of two parts:
- Guiding you (and your loved one) through qualitative discovery and discussions that result in clarity around values, vision, and goals
- Demonstrating and coaching for the advisor around facilitating and implementing an effective client experience with MQ tools and resources
We invite you to download and read the program description, and email Jim if you would like to be sign up, or if you have any questions.