MONEY STORY INDEX

Owner

Goods & Services

Educational services, namely, providing online and offline behavioral and psychometric assessments, tests, and evaluations in the field of personal finance, financial decision-making, and money behavior; development and administration of personality archetype assessments relating to financial behavior and investment decision-making using a multi-dimensional scoring system that classifies individuals into dominant and secondary financial behavioral archetypes; providing a financial personality index using proximity-based scoring to measure an individual's distance from an ideal investor profile on a behavioral compass model; providing longitudinal and temporal behavioral assessments for measuring short-term and long-term behavioral change, financial confidence fluctuations, and psychological turbulence risk in personal finance decision-making; providing behavioral stability and turbulence risk scoring based on an individual's proximity to their ideal investor profile over time; providing assessments that identify the impact of life events on financial behavioral archetypes and investment decision-making patterns; providing online non-downloadable behavioral assessments and diagnostic tools for identifying, tracking, and monitoring financial personality types, behavioral archetypes, and investor confidence levels via a website; educational services in the field of behavioral finance, namely, conducting online courses, webinars, and seminars; licensing of educational assessment materials, proximity-based psychometric scoring frameworks, temporal behavioral tracking methodologies, and financial archetype classification systems in the field of personal finance and behavioral finance to third parties; distribution of educational materials in connection therewith.

Printed books, workbooks, journals, and educational materials in the field of personal finance, behavioral finance, financial psychology, and money behavior; printed materials featuring multi-dimensional personality archetype frameworks, proximity-based behavioral scoring, and temporal financial behavior tracking for investment decision-making; printed guides and reference materials relating to psychometric assessment, behavioral archetype classification, and longitudinal behavioral tracking of financial behavior and investment tendencies.