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.