Money Quotient

Money Quotient is a non-profit 501(c)(3) organization focused on education and research, and dedicated to developing the highest quality Financial Life Planning® tools and training.

The Mission of Money Quotient is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning.

We believe that this holistic process engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives.

To this end, we conduct innovative research; provide the highest quality tools and training, and nurture a community of like-minded professionals who truly want to affect positive change in the lives of those they serve.