MQ Research & Education™ is a 501(c)(3) non-profit organization founded on the belief that a multi-disciplinary, evidenced-based approach to financial planning, education, counseling, and therapeutic processes will clarify best practices and promote successful client relationships.
To this end, we facilitate innovative studies; form fruitful collaborations with researchers, scholars, and practitioners; and provide learning opportunities that facilitate a deeper understanding of both the emotional and practical factors that promote financial well-being and life satisfaction.

The Challenge

“Let’s face it. An individual’s relationship with money is a lifelong dance, a dance taking each of us from the most macro of socio-political realities to those relationships of exceeding intimacy - those with our Selves, our spouses and our families. Money challenges each of us on different levels from daily function to spiritual complexity.

Richard B. Wagner, JD, CFP®
Financial Planning 3.0:
Evolving Our Relationships with Money

The Strategy

“The scientific method provides a framework for validating the profession’s best practices so that practitioners can have confidence that their “best” practices are based on the “best” evidence…

…we propose that the time has come to commit ourselves as a profession to a more scientifically grounded and evidence-based approach to expanding our body of knowledge and assessing and adopting best practices.”

Elissa Buie, CFP® & Dave Yeske, CFP®
“Evidence-Based Financial Planning:
To Learn…Like a CFP”
Journal of Financial Planning

As a non-profit 501(c)(3) organization focused on education and research, our mission is to facilitate the exploration and implementation of an evidence-based approach to financial planning that engages individuals and empowers them to maximize their resources and live purposeful lives.

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