More than a Dashboard
Redefining Financial Wellness
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.
Let’s redefine financial wellness together.
Psychological Insights & Behavioral Analytics
Your SonaType helps you gain a deeper understanding of how your behaviors, beliefs, and family history shape your relationship with money, enabling you to take steps toward financial wellness.
Hyper-Personalized Support
A deep understanding of who you are - where you've been and who you aspire to be - allows us to help you align your actions with your intentions.
A Supportive Community
We're more than a dashboard because knowing where your financial health stands is important but insufficient. We're a community full of folks redefining their relationships with money and accompanying each other on the path to well-being.
360-View of Your Financial Life
Money powers so much of our lives and having a holistic view of your financial life can provide important insights on how best support you - today and in the future.
Our team
Meet the awesome folks who make all of this possible day to day
Jason Prunty
Moraya Seeger DeGeare, LMFT
Our values
Innovation
Embracing creativity and forward-thinking to inspire our community
Integrity
Operating with honesty, transparency, and ethical standards in all dealings
Empathy
Recognizing we all come with our own unique stories about money