Discover how money affects you and how you affect money.
Understand your attitudes toward wealth and your tolerance for risk.
Gain the confidence and knowledge to develop an investment strategy that matches your unique money personality.
The Questionnaire is
QUICK – EASY – ACCURATE – FUN
A Self-administered questionnaire that can be completed in just5 to 10 minutes.
The program instantly scores your answers to give youfast and accurate results.
You are provided a detailed profile that graphically represents and verbally interpretsyour score as financial traits in a jargon-free, easy-to-understand “Trait Evaluation”.
Thiscombination of traits is identified as one of nine general money management styles.
You are provided a “Money Action Plan”which offers an overview of the profile group as well as targeted suggestions for improving money management skills and achieving financial goals.