Uncover your path

Discover Your SonaType

to wealth &
wellness

A science-based approach to identify your strengths, challenges, and blindspots with money

3 Simple Steps

to get unstuck.

Enjoy complimentary early access through April

1. Take the assessment

Begin your journey to wealth and well-being by uncovering your SonaType - the unique aspects of your psychology that influence your everyday financial decisions.

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2. Gain insights along the way

Change means doing the work. The assessment may take time, but you'll discover more about yourself along the way.

3. Reveal your full SonaType and actionable next steps.

Your full SonaType report will provide insights on when you're at your best, what happens when you're stressed, and where your blindspots are.

The "Your Path Forward" page from a SonaType report.

About Personawealth

At Personawealth, we believe financial wellness is more than just to-do's and numbers on a page, it's about understanding your relationship with money and how it impacts your life.

Our mission is to help you uncover the deeper emotional, psychological, and relational aspects of your finances, empowering you to align your money decisions with your goals and values so you can focus on what truly matters: your well-being, your relationships, and living a fulfilling life.

...because money
is personal.

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There's always room at our table. Pull up a chair and join Personawealth CEO, Nick Ashburn, and clinical advisor, Moraya Seeger DeGeare (LMFT), for discussions at the intersection of money, relationships, and well-being.

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Our Approach
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Why Freemium
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Your Financial Path
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What is a SonaType?

Your SonaType reflects the unique aspects of your psychology that influence your everyday financial decisions. Imagine it as a personal profile crafted from the kind of insights you'd get from working with a Navy SEAL coach and a therapist.

When you complete your SonaType, Personawealth can personalize your financial wellness journey by aligning who you are with the actions you take everyday

"I was skeptical when my wife sent me the assessment. When I got my results back I was so relieved—finally, substance. Now I keep an image of my blind spots as my lock screen. When I feel stuck, I see that first and snap back to being the more functional husband and father I want to be, I don’t want to pull away like my dad did with me."

Engineer and Father

Start Your Free SonaType Assessment

Architects to Caregivers & 
Trailblazers to Analysts

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Empowered Optimist

The Empowered Optimist is someone who moves through life with purpose, courage, and hope. Whether you’re navigating relationships, personal growth, or finances, you bring emotional intelligence, authenticity, and a deep sense of honesty to the table.

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The Curious Visionary

This archetype embodies a highly intelligent, socially aware individual driven by curiosity, gratitude, and a zest for life. The Curious Visionary excels in abstract thinking, social intelligence, and resilience but faces challenges related to financial habits and self-perception.

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Man holding bag with glasses.

Energetic Navigator

The Energetic Navigator is an individual who thrives on action, fairness, and a positive outlook, combining zest and gratitude to navigate life’s challenges. With strong initiative and problem-solving abilities, they maintain a growth-oriented mindset while striving for balance in both personal and financial domains. However, underlying financial schemas, including emotional spending and anxiety, can sometimes create tension between their knowledge and actions.

Man smiling.

Ethical Connector

The Ethical Connector is an individual grounded in fairness, humility, and honesty, thriving on meaningful connections and interpersonal trust. With a strong sense of character and emotional intelligence, they value doing the right thing for themselves and others.

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Curious about the others?

These four are just a taste of the diverse SonaTypes we’ve uncovered. Each archetype offers a unique blend of psychological drivers, financial instincts, and personal values. By understanding which SonaType resonates with you, you’ll gain meaningful insights into how to cultivate both wealth and well-being.

Discover Your
Personal Archetype

Start Your Free SonaType Assessment

take the free assessment now.