Michele Lenz Completes Fundamentals of Financial Life Planning training with MoneyQuotient

Flourish Wealth Management
June 25, 2019

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

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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

When Career Complacency Affects Your Financial Future (and What to Do About It)

Integrating Purpose into Portfolios: A Practical Guide to Values-Based Investing

Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

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

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

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