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Money Quotient Careers in Poulsbo, WA

Money Quotient
  • Founded

    2001

  • No. of Employees

    1-10 employees

  • Industry

    Finance / Insurance

  • Type

    Nonprofit

About Money Quotient

Money Quotient was founded in January 2001 to provide financial advisors and other professionals with the tools and training they need to assist their clients in developing a more successful and satisfying relationship with money. As a non-profit organization focused on education and research, M.Q. is dedicated to exploring and promoting a life-centered perspective to building client relationships and to delivering financial advice that is aligned with the unique set of values, priorities, and circumstances of the individuals and families being served. Therefore, Money Quotient focuses on both the practical and emotional factors that either enhance or hinder quality of life and financial satisfaction. According to the underlying philosophy of our company, an individual’s financial life can be represented by this simple formula: I.Q. (Financial Knowledge) + E.Q. (Emotional Quotient) = M.Q. (Financial Well-Being) This perspective is unique because rather than using net worth as the tru

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