We teach financial professionals how to bring science to the art of relationship.
Portland, OR
Joined May 2012
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MQ Partners — you’re invited!
Join us for the 2025 MQ Partner Update
with Amy Mullen, CFP®
Dec 4 | 🕚 11:00 PM PST
Exclusive to MQ Partners
Get a first look at new offerings, strategic updates & what’s next for MQ.
Register now: moneyquotient.com/events/web…
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Last day for early bird pricing!
Join us in Carlsbad, CA | Dec 10–12 for Fundamentals of True Wealth Planning
✅ 24 CFP CE Hours
✅ 12 IAR Credits (6 Ethics)
✅ 18 AFC CEUs
Lock in your spot: moneyquotient.com/events/tra…
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Last day for early bird pricing!
Join us in Carlsbad, CA | Dec 10–12 for Fundamentals of True Wealth Planning
✅ 24 CFP CE Hours
✅ 12 IAR Credits (6 Ethics)
✅ 18 AFC CEUs
Lock in your spot: moneyquotient.com/events/tra…
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We’ve got a full calendar of meaningful events ahead.
We’d love to see you at one - or many - of these!
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We’ve got a full calendar of meaningful events ahead.
We’d love to see you at one—or many—of these!
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We’ve got a full calendar of meaningful events ahead.
If you’re part of the MQ community (or curious about joining), now’s the perfect time to engage, grow, and connect.
We’d love to see you at one—or many—of these!
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This Week's Reads!
Explore the most recent articles from the team at Money Quotient!
Life Planning Weekly: From Recipes to Intuition: Mastering True Wealth Planning (moneyquotient.com/columns/li…)
Meaningful Money: Doing is the First Step to Becoming
(moneyquotient.com/columns/be…)
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Explore the most recent articles from the team at Money Quotient!
True Wealth Compass (Amy Mullen): The Problems with Empathy (moneyquotient.com/blog/probl…)
Life Planning Weekly (Derek Hagen): Taming the Elephant: Helping Clients See the Bigger Picture (moneyquotient.com/columns/li…)
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Only a couple of days left to lock in our lowest rate for the 2025 MQ Gathering in Minneapolis!
Sign up today and save $400 off the regular rate.
We hope to see you in Minnesota in September!
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Explore the most recent articles from the team at Money Quotient!
Life Planning Weekly (@_derekhagen_): Helping Clients Understand Themselves By Understanding Their Past: moneyquotient.com/columns/li…
Meaningful Money (@_derekhagen_): Facing Life's Challenges: moneyquotient.com/columns/se…
Last Week's Reads!
Explore the most recent articles from the team at Money Quotient!
Life Planning Weekly (Derek Hagen): Helping People Feel Heard
moneyquotient.com/columns/li…
Meaningful Money (Derek Hagen): Running Life Experiments
meaningfulmoney.life/post/ru…
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Explore the most recent articles from the team at Money Quotient!
Life Planning Weekly (@_derekhagen_): Helping Clients Understand Themselves By Understanding Their Past: moneyquotient.com/columns/li…
Meaningful Money (@_derekhagen_): Facing Life's Challenges: moneyquotient.com/columns/se…
Explore the most recent articles from the team at Money Quotient!
Life Planning Weekly (@_derekhagen_): Helping Clients Understand Themselves By Understanding Their Past: moneyquotient.com/columns/li…
Meaningful Money (@_derekhagen_): Facing Life's Challenges: moneyquotient.com/columns/se…
Money Quotient retweeted
Are you curious about Money Quotient?
Join us for this free webinar to learn how MQ helps financial professionals build solid relationships with clients and lay the groundwork for helping them reach their vision for the future.
moneyquotient.com/events/202…
Money Quotient trains financial professionals how to use the True Wealth Planning process.
The process goes through five stages.
Money Quotient trains financial professionals how to use the True Wealth Planning process.
The process includes four inquiry categories.
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Money Quotient retweeted
First-generation college students face a unique set of challenges—educational, financial, and personal 🎓
In Ep10, @_derekhagen_ opens up about his journey from growing up in a non-college-educated family to forging his own path in finance. His story reminds us that financial literacy and planning aren’t just for the wealthy—they're critical for everyone.
Listen to Derek's inspiring story on Spotify & Apple Podcasts.
🔗 Link in Profile 🔗
Check out our Financial Behavior Specialist @_derekhagen_ 's story!
I am biased, of course - and Derek has an amazing story that is worth watching/listening to.
No doubt, his work @MoneyQuotient will be amazing.
Money Quotient retweeted
It was a lot of fun hanging out with @lady__bost and @MJNewfield!
We all crave freedom, but what happens when the weight of responsibility comes with it? 🤔
In Ep10,” @_derekhagen_ joins us to explore the challenges of making life-changing decisions when the fear of choosing the wrong path can be overwhelming.
Tune in to the latest episode where we unpack the anxiety of decision-making and finding the right direction.
Now on Spotify and Apple Podcasts!
🔗 Link in Profile 🔗