Founded by Carol Anderson and Amy Mullen, Money Quotient is a B2B organization dedicated to facilitating a "Financial Life Planning" approach within the financial services industry. The company develops and provides a suite of proprietary software tools, training programs, and a community of practice for financial professionals. Their mission is to help advisors move beyond a purely numbers-based approach and guide clients in aligning their financial decisions with their personal values and life goals.

Founded in

United States