A science-based approach to identify your strengths, challenges, and blindspots with money
Professionally validated - Developed by clinical psychologists and financial therapists with expertise in behavioral economics and relationship dynamics
Our 45-minute GrowthProfile Assessment reveals what surface-level financial tools can't - the deep psychological patterns shaping your money decisions.
Beyond Personality Types
Our GrowthProfile leverages AI to make it unique to you.
We measure:
Your overall quality of life across positive emotion, engagement, relationships, meaning, and accomplishment.
Your self-efficacy, optimism, hope, and resilience regarding money matters.
Your unique pattern of character strengths across action, standards, emotional intelligence, and growth orientation.
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.
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.
Listen to HomeEcYour Core Financial Psychology
Understand how you naturally engage with money, both when thriving and when under stress.
Your Blindspot Patterns
Identify specific challenges in personal financial management, relationships, and work-life balance
Your Personalized Growth Path
Receive tailored exercises designed specifically for your profile to create lasting change
Your Data in Context
See how your financial behaviors and mindset compare to peers across age, income, and education demographics
"We went from money fights, avoiding or blaming each other, to stopping that cycle in its tracks, repairing and we are on the same team now. PersonaWealth helped us see past our default roles and recognize our complementary strengths. Now we've paid off $27,000 in debt, kicked financial shame out of our relationship, and actually get excited planning our future together! And we didn't just set up college savings plans for our kids—we finally understand why we had put it off for so long."
- Sam & Nora, Chef & Teacher
"I was repeating my parents' money mistakes despite promising myself I'd be different. Understanding my blindspots transformed how I approach my business and investing. The best part? I impulsively shared it with my friends like 'oh wow they READ me!' and it turned into my entire group chat discussing our Growth Profiles at dinner later that same week. Now we have monthly money check-ins and get to show up as a stronger support system for each other. At 27, I've built wealth systems my parents never imagined possible, ones I did not think were for people like me."
- Anna, Content Creator & Non-Profit Founder - 1st generation with immigrant parents
"From skeptic to believer in one assessment. My PersonaWealth Growth Profile gave me the substance I needed to understand me better. I would not have believed a 5-question buzz-style quiz—it being comprehensive makes me trust they actually get my financial psychology. Instead of emotionally withdrawing like my dad did, I now use my blindspots awareness daily. The homework actually changed how I understood my scarcity mindset. This knowledge hasn't just changed our finances—it's changed how I show up as a husband and father. I am more present."
- Kim H., Engineer & Father
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.
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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These few are just a taste of the diverse GrowthProfiles we’ve uncovered. Each archetype offers a unique blend of psychological drivers, financial instincts, and personal values. By understanding your GrowthProfile, you’ll gain meaningful insights into how to cultivate both wealth and well-being.
