Founded in 2001, Money Quotient, Inc. is a 501(c)(3) non-profit organization dedicated to facilitating the exploration and implementation of a values-based approach to financial planning. The company's mission is to equip financial professionals with a unique set of tools, comprehensive training programs, and a supportive community. This framework enables advisors to help their clients align their financial decisions with their personal values and life goals, fostering a more meaningful and purposeful financial life.

Founded in

United States