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Values-Based Financial Planning Training

Values-Based Financial Planning Training

| November 30, 2020

Debbie recently completed a week-long virtual training on financial life planning with the Money Quotient team. The mission of Money Quotient is to facilitate the exploration and implementation of a values-based life-centered approach to financial planning. They believe this holistic process engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives. Money Quotient also conducts innovative research, provides the highest quality tools and training, and nurtures a community of like-minded professional who truly want to effect positive change in the lives of those they serve.

This training and the tools that Money Quotient has provided to us integrates nicely with our personal and business goals of serving our clients with the intention of having a positive impact on our communities and the world.

For more information on this wonderful organization and their work, check out their website: