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Financial Wellness Assessment

Your financial stress ends here.

Take the first step toward personalized financial wellness and uncover how your relationship with money affects not just your financial health, but your overall well-being.
Free Financial Wellness Assessment

Discover Your SonaType

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What's a SonaType?

Are you the Cautious Dreamer or the Strategic Collaborator? The Financial Steward or the Purpose-Driven Architect?

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

Start Your Journey
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Join the Conversation

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

Listen Here
A Personalized Journey

Become a Founding Member

Join a growing number of people learning about how their relationship with money affects their financial health and wellness.

Discover Your SonaType

Unlock personalized insights that can help you identify and set goals that align your financial decisions with your wellness goals.

Get Support as Unique as You Are

Access coaching and guidance that meets you where are you are, setting you on a course for long-term financial wellness.

Access Tools for the Whole Family

Turn money conflicts into shared understanding, allowing you and your loved ones to thrive together.
Get Early Access

Your journey toward financial wellness starts now.

Financial Wellness Assessment
 
Because money is personal.