Weekly Message

Get the Weekly Message
from the Wealth Coach

REGISTER NOW

Get an Inspiring & Personal note
delivered to your inbox each week
along with links to great
resources for personal finance.
------

Share on facebook

Get Started


Wealth Health Check-Up™
Complete Financial Review
meet in office or web-based
fee - $397

Wealth Health Check-Up™ Info
------

Social Media

Follow the Wealth Coach

Twitter
LinkedIn
ALTUS Wealth Solutions
on Facebook

Latest Posts

Recent Comments

Wealth Health Radio - 2009-01-31 - Money Quotient PDF Print E-mail
Written by John D. Buerger, CFP®   
Saturday, 31 January 2009 13:00
Share/Save/Bookmark

Wealth Health Radio

Check out the Wealth Coach on the Radio!  This file will remain public for one month.  Older shows can be downloaded by all registered users.  Register today to unlock all the resources in this website.   Registration is free and takes less than one minute.

01-31-2009 - Money Quotient - Teaching Advisors a Life-Centered Approach

Our special guest this week is Amy Mullen who is the Vice President of Money Quotient, a non-profit organization with programs to teach financial advisors a "Life-Centered" approach to working with clients.  Learn about Values-Based Life Planning and how it can help you achieve more or what is important to you and brings happiness into your life.

Introduction - What is Money Quotient and Life Planning
Want a Copy - Right Click and "Save Target As.." Download Part A or just use our player =>

What Are "Values" / Inspiration to Launch Money Quotient
Want a Copy - Right Click and "Save Target As.." Download Part B or just use our player =>

Is Using the Life Planning Approach Rewarding?
Want a Copy - Right Click and "Save Target As.." Download Part C or just use our player =>

How to Find a Money Quotient Advisor / Other Resources and Articles
Want a Copy - Right Click and "Save Target As.." Download Part D or just use our player =>

Read the Article from the Chicago Tribune on Life Planning
Read Carol Anderson's Article on the Life Centered Approach
Use this link to Find a Money Quotient Certified Advisor

Money Quotient Can Change the World
Want a Copy - Right Click and "Save Target As.." Download Part E or just use our player =>

How to Find a Values-Based Financial Advisor
Want a Copy - Right Click and "Save Target As.." Download Part F or just use our player =>

Simple Steps You Can Do at Home to Start the Process
Want a Copy - Right Click and "Save Target As.." Download Part G or just use our player =>

Tune in live each Saturday at 10am Pacific www.920kvec.com

Add your comment

Your name:
Your email:
Comment:
  The word for verification. Lowercase letters only with no spaces.
Word verification:
Last Updated on Tuesday, 03 February 2009 00:49