Personal Consultant

January 17th, 2014

Dr. Kathleen Gurney will guide you as she has hundreds of others in individual consulting sessions aimed at giving you the best use of your money. She believes that money works for you when it is being used to achieve your most meaningful goals.

Her unique approach and engaging and warm nature has made it possible for individuals, couples and families to learn how to manage their money and investments with greater understanding and confidence, and in ways that helps them prioritize and achieve what is most important in their lives.

Kathleen is available by phone and email to help individuals, couples and families discuss and create wise solutions to any challenging issues in life planning. Her expertise lies in her ability to listen, focus and understand her clients’ needs and wants. She will help you discover your most precious values, greatest strengths, and potential blind spots in yourself and your relationships that could act as barriers to achieving your goals and dreams. Kathleen feels that “people often make the same mistakes and these mistakes can be very costly both personally and financially.” So she helps her clients avoid making big mistakes with their money and puts them well on their way to achieving their most important goals.

Goals and issues may include: helping clients resolve sensitive estate planning issues; dealing with raising children and grandchildren with appropriate personal and financial values and literacy, dealing with family dynamics in a family-owned business, learning how to contently live within one’s means, designing a retirement that would be both satisfying and secure, developing a career game plan that is rewarding both personally and financially, coping with the economics and stress of divorce or widowhood, getting out of debt and getting ahead of the game, helping couples learn how to manage money more harmoniously-these are just an example of the kinds of issues that Kathleen can help you resolve.

Moneymax Couples Report
Couples Report
Moneymax Couple Report

  • Increase compatibility in managing your money with your partner
  • Helps you to break through barriers and differences
  • Insure couple satisfaction in your money management and investing
  • Make smart money decisions together so you can make the best use of your money
Moneymax Book
Moneymax Book
Moneymax Book

Your Money Personality

Learn about the nine money personalities. Find out more about who you are and thousands of others like you in your group, how some succeed and what ultimately satisfies them.

Moneymax®
Moneymax®
Moneymax

Learn how to profit from personal financial traits and avoid costly pitfalls in your money management style with a proven and powerful tool. The questionnaire is easy and fun and only takes 5-10 minutes. Empower yourself with your customized money action plan.