MQ Fundamentals of True Wealth Planning 2026

November 4-6, 2026 · Oakland, CA

This is a Money Quotient training program rather than a conference. Money Quotient built its practice around life planning — the discipline of understanding what a client actually wants from their money before recommending what to do with it — and Fundamentals of True Wealth Planning is the entry point into its methodology and tools.

Who attends

Financial planners and advisors adopting a life-planning approach, from solo practitioners through to teams at established firms sending planners for training. Group size is deliberately small so the sessions can be participatory.

What the program covers

• The True Wealth Planning process and its underlying framework

• Discovery conversations and structured client questioning

• Money Quotient tools and exercises for client engagement

• Integrating life planning into an existing service model

Why deeper client work needs the mechanics to be automatic

Life planning takes time, and time is the scarcest thing in an advisory practice. Advisors who successfully deepen their client conversations generally did so by removing work elsewhere — specifically the hours spent assembling account information, updating plans and preparing for reviews. The quality of the conversation depends on how little effort the preparation takes.

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