Discover Your Financial Personality Profile
> Online and receive your report immediately
The Moneymax® Money Personality Profile gives you the knowledge and confidence to make compatible, goal-directed investment decisions. Dr. Kathleen Gurney, an expert in the psychology of financial behavior, developed the online program to help people identify and understand their “money personalities.” Moneymax® is an online questionnaire that can help you:
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.
A Self-administered questionnaire that can be completed in just5 to 10 minutes.
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.
“Kathleen’s research provides an essential level of financial self analysis. Her gift to us is the knowledge that financial success is more than accumulating wealth, but the emotional acknowledgment of the impact that money has on our lives.”
|All personal information entered on this site is kept strictly confidential and is not sold or shared with any outside parties. Click here to view the complete confidentiality statement.|