Money Quotient

Financial Services - Poulsbo, WA, US

Money Quotient Employees
Jim Comeau

Director of Learning Opportunities

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Rob Horwitz

Director of Relationship Development & Manager of First Step Cash Management

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Brenna Jensen-Baucum

Director of Education and Communication

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Money Quotient Details

We teach financial professionals how to bring science to the art of relationship. Our mission is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning.

Money Quotient logo, Money Quotient contact details
Employees: 10 - 19
HQ: 207-772-8133
Location: Poulsbo, WA, US
Revenue: 1 - 2.5 Million
Financial LIfe Planning Training for Financial Professionals Tools to Create a Practical Process for Financial Life Planning Bringing Together Life Minded Professionals Educational Programs for Effective Planner-Client Communication Financial Services Financial Advisory Services
Money Quotient Technologies
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Woo Commerce

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Cloudways

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Bootstrap Framework

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