Financial Psychology allows financial advisors to better understand and empower their clients with the MoneyMax tool instead of cookie cutter financial advice. We have been providing proven education, tools, and services for investment advisors and financial institutions for the past two decades.
Dr. Kathleen Gurney founded FPC as a result of her inability to make a financial commitment to a new investment strategy without having more of a personal understanding of her unique beliefs and needs. She researched tens-of-thousands of individuals with the Moneymax® Questionnaire that she developed over a six-year period.
The results of her work were published in a book with Doubleday titled Your Money Personality: What It Is and How You Can Profit From It. She also created Moneymax®, a financial personality profiling system, which advisors use to gain knowledge of their clients' money personalities, thereby enabling them to be more confident and efficient in consulting.
Since its creation, the Moneymax tool has been tested 2 more times and each time it had the same accuracy rate as Dr. Gurney's initial study. It's no wonder the tool has helped thousands of clients from Fortune 500 companies to individual financial professionals.
Whether it be a professional investment advisor, a financial planner, a money manager or an individual with no investment experience, FPC can provide the researched-back tools to solve the challenges of communicating about finances and investments.
To learn more about Financial Psychology's complete line of products and services check out our offerings: