Identifying, Understanding and Profiting From Your Financial Personality

The Moneymax 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 on-line program to help people identify and understand their "money personalities."

Discover how money affects you.

Understand your attitudes toward wealth and your tolerance for risk.

Gain the confidence and knowledge to develop an investment strategy that matches your unique financial personality.

The Questionnaire is
quick, easy, accurate, and fun.

What's Included?

A Self-administered questionnaire that can be answered 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.


The Moneymax Personality Groups:

Safety Players - cautious and security-oriented, they avoid..

Entrepreneurs - performance-driven and goal-oriented, they're motivated by..

Optimists - positive and confident, their priority is..

Hunters - aspiring but self-doubting, with a tendency to worry about..

Achievers - proud and conservative, with a strong need to..

Producers - hard working but frustrated, they can profit from..

High Rollers - sensation seeking and creative, they seek out..

Perfectionists - highly analytical and thorough, but afraid of..

Money Masters - wise wealth accumulators who focus on ..

One of the most exciting things about the Moneymax® Profile is the transformation that takes place in people when they discover their "financial personality" and realize they can profit from it. Once you understand how your views toward money shape your life, you can begin to achieve financial freedom and prosperity.


"The Financial 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


"My husband and I never knew how to make money work in our relationship until we had our profiles done by Dr. Gurney."
K.S., Newport Beach, Calif. hospital administrator (wife) and mortgage banker (husband)

"Suddenly there's a whole new world of options open to me I hadn't known existed before."
Elaine
Journalist & Producer

"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."
Mary Herzberg
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 Personal