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Helping Clients Take Emotions Out of Money Dr. Kathleen Gurney and her company, Financial Psychology Corporation, has been providing proven tools, education and consulting services to financial advisers and institutions for the past several decades. She shares insights into helping individuals, couples and families make the best use of money by managing the personal dynamics which can often be liabilities in the process. Kathleen serves as a team member—sometimes meeting with individual clients and families as part of the advisory team, or behind the scenes in giving advisers valuable insight into enhancing their communication and outreach services with current and potential clients. It’s been and continues to be a significant and mutually beneficial association—one which Dr. Gurney highly values and enjoys. Kathleen and financial advisory firms share a common goal of helping individuals and their families make the best use of their money. Consulting has always been an important and key part of Financial Psychology Corporation’s services, helping companies, institutions and broker-dealers integrate and customize client-oriented services and tools into their business. Whether it is an individual financial adviser, money manager or life coach with no investment or financial planning experience, Dr. Gurney and her team at FPC can and have provided the consulting, research and services required to solve the challenges of communicating about finances and investments. To learn more, CONTACT US |
That is why we have been utilizing Kathleen’s Money Personality (Moneymax®) questionnaire with our clients for years. Kathleen has a rare insight into the importance of how to truly communicate with people. We have encouraged clients to utilize her as a coach to help them clarify their financial issues and goals when appropriate.”
Irv Rothenberg, CPA/PFS
Wealth Management Consultants, LLC
