2022 MQ RETREAT SPEAKER SPOTLIGHTView all main articles
Deanna Sharpe, PhD, CFP®, CRPC®, CRPS® Deanna is an Associate Professor of Personal Financial Planning and Director of a CFP Board-Registered Program at the University of Missouri. At this year's MQ Retreat, she will share her presentation, "Financial Planning Conversations in Challenging and Changing Times."
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Money Quotient Welcomes New MQ Partners
Following the completion of our training course in June, we are happy to introduce the…
Joanne Burke CFP® Shout-Out to MQ
MQ Partner Joanne Burke, CFP®, CPA/PFS, MA, appeared on a May 2022 episode of "Shaping…
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Early Bird Rates End on July 28 for Fall Fundamentals Trainings
Upcoming MQ FundamentalsView all MQ fundamentals
“Fundamentals of True Wealth™” Training – Hosted Training – Brentwood, TN
Gary Dean and his team at TrustCore are bringing MQ to Tennessee – registration is now open!
Upcoming EventsView all events
Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Latest from the MQ BlogView all blog posts
Financial Choices and Matters of the Heart
No matter how much or how little money you have flowing through your life,…
Your Client is an Adult – Treat Them Like One
At the end of a thorough financial planning engagement, an advisor hands their client a…
Evidence-Based Financial Planning: A Call to Action
“The scientific method provides a framework for validating the profession’s best practices so that practitioners…