Michele Lenz Completes Fundamentals of Financial Life Planning training with MoneyQuotient

Michele Lenz recently attended the Fundamentals of Financial Life Planning training with MoneyQuotient. This non-profit organization provides tools to financial planners to help engage clients and align their financial goals with their life goals.

Flourish has integrated these tools into our financial planning process and it was time for Michele to go through the comprehensive three-day training.

During the course, Michele went through the 5-E Financial Life Planning Process; Explore, Engage, Envision, Enlighten and Empower designed to discover your inner core values and provide a dialogue around those values.

According to Michele, “This training was a life-changing experience for me and I’m excited to continue to use these tools with clients and have purposeful and engaging conversations.”

You can learn more about the course here.

Flourish Wealth Management

Author Archive

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

Money is one of the most common sources of stress in relationships, yet conversations about finances are often about much more than dollars and cents....

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

We spend a great deal of time planning for financial success. We spend far less time asking what success is supposed to give us. Not...

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

There’s a question that doesn’t come up often enough in financial planning conversations: What does this money mean to you? Not what return you’re hoping...

Money and Mental Health: Understanding the Connection Between Emotions and Finances

When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...

Women and Wealth: Redefining Financial Independence with Confidence and Clarity

Conversations around women and wealth have shifted meaningfully over the past several decades. More women are participating in financial decision-making, building careers and businesses, managing...

Three Money Myths Women Should Leave Behind for Good

Conversations about money are rarely just about numbers. They’re shaped by experience, upbringing, culture, and the messages we absorb over time. For many women, certain...

Michele Lenz Completes Fundamentals of Financial Life Planning training with MoneyQuotient

Flourish Wealth Management

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

Money and Mental Health: Understanding the Connection Between Emotions and Finances

Women and Wealth: Redefining Financial Independence with Confidence and Clarity

Three Money Myths Women Should Leave Behind for Good

Listen to Flourish Financially on Your Favorite Streaming Service

Now with Locations in:

Who We Are

Services

Resources

Clients

Contact

Flourish Financially with Kathy Longo

Join Our Mailing List