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

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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

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

The Power of Perspective: How Framing Impacts Financial Outcomes

EQ + IQ = Wealth: How Emotional Intelligence Shapes Stronger Financial Choices

The Psychology of Financial Confidence: Building Habits That Support Your Goals

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