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.
The Questionnaire is
QUICK - EASY - ACCURATE - FUN
A Self-administered questionnaire that can be completed in just 5 to 10 minutes.
The program instantly scores your answers to give you fast and accurate results.
You are provided a detailed profile that graphically represents and verbally interprets your score as financial traits in a jargon-free, easy-to-understand "Trait Evaluation".
This combination 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.
Knowing your money personality profile can help you make better financial and life-planning decisions.
"The Money Personality Profile developed by Dr. Kathleen Gurney is a unique and valuable tool in our industry. Financial beliefs are deeply ingrained; they are learned - not taught. 'Moneymax®' creates insight into our strengths and weaknesses, and, therefore, new choices on how to achieve financial success. A seasoned investor or neophyte can benefit from this valuable tool."
Robert L. Harden
American Express Divisional Manager and host of show on WODS Radio Boston
"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."
CIMC, VP Investment Officer and Director on the Board of Dain Bosworth
Attain Financial and Personal Well-being
Take the Moneymax® Questionnaire Online and profit from your money personality.
What's Your Profile
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