Amy Mullen, CFP® is Vice President at Money Quotient®, a non-profit focused on education and research. Money Quotient® provides practical ways to consistently bring life planning into financial planning firms. Their research has bettered the lives of many clients and continues to propel the financial planning profession forward.
Amy shares her journey to financial planning and how family ties brought her to financial planning, even though she isn’t a financial planner. Amy walks through the basic process that Money Quotient uses to help create an exceptional experience with clients.
“The advisors who work with us at Money Quotient® none of them fear robo-advisors… There are multiple parts of the process that are necessary for a human for an individual to raise their level of self awareness.”