Money Quotient Np

“Carol anderson amy mullin president vice pres mother - daughter”

“The form 990 is sent to the board members and reviewed by the board of directors prior to filing.”

“Each board member signs a conflict of interest statement at the start of their term on the board.”

“The organization's governing documents, financial information, and forms 990 and 1023 are availabe upon request.”

“Section a, line 1a, 1 carol anderson: compensation from the related organization is for the entire year and represents the portion that only relates to activities with the np. Section a, line 1a, 2 amy mullen: there is no compensation from the related organization for activities with the np.”

“Money quotient is a 501(c)(3) non-profit organization founded on the belief that a multidisciplinary and research-based approach to financial planning education, counseling, and therapeutic processes will guide best practices for fostering economic and personal well-being. To this end, we conduct innovative studies; form fruitful collaborations with researchers, scholars, and practitioners; and provide opportunities for in-depth learning and dialogue. Our goal is to facilitate a greater understanding of both the emotional and practical factors that support achievement of financial acumen and meaningful life goals.”

“Conducted the following research activities: feb 2022: completed and published developing and maintaining client trust and commitment in a rapidly changing environmenta 45,000 word research report that was disseminated to members of financial planning association. Facilitated the following online courses: towards aware and value-centered investing - 13.5 cfp ce: a 10 week self-study online course. Facilitating positive change in your clients' financial lives - 10.0 cfp ce: an 8 week self-study online course. Conducted the following webinars: "values-based investing" with marco vangelisti and johnny roland; meet janine firpo: author of activate your money: invest to grow your wealth and build a better world; financial empathy and inclusive financial wellbeing and empowerment: powerful tools for meaningful client relationships presented by timi jorgenson, phd. Planned and presented the following conference program: "nurturing resilient & rewarding client relationships in a rapidly changing environment" - oct 25-26, 2022: co-developed conference program with sessions based on results of 2021 study, developing and maintaining clients in a rapidly changing environment”