When we first designed our assessments at PersonaWealth, we thought they were primarily about our relationship to money, our money stories, how to get out of your own way and make better choices, full stop. But the data revealed something profound – we were uncovering hidden motivators, anxieties, and communication patterns that extend far beyond finances.
Think of Kepler's laws of planetary motion—as objects get closer to the sun, they move faster in their orbits. Our relationships function similarly. This explains why a partner's complaint about spending feels devastating while a stranger's financial judgment can be shrugged off.
A friend's surprise at your money choices creates imbalance—like why you can't join that girlfriends' trip despite valuing those relationships, or why you prioritize organic food for your family over the newest educational toy, sending holiday cards and driving your paid-off car to put money in your kids' college savings account.
Hello - You don't like that your car is a little unreliable either, but when your kid decides what they want to do in the future, or honestly so you can put them in the better preschool now to set them up for that future, it might be confusing to a friend (even your partner) who prioritizes a bigger TV, newer car, bigger grill, or another lego set (but that succulent set is rather epic). It doesn't mean you can't have a safe close bond, but these different orbital patterns around money often create tension that could be resolved with better understanding.
We're not just emotional creatures handling money—we're following mathematical principles of relationship physics that align remarkably with both scientific frameworks and intuitive systems.
What Our Assessment Reveals About You
Our relationship wealth insight mapping (leading to your SonaType report) reveals how you handle connection, trust, and vulnerability with money. We've mapped the neural pathways that form when you make financial decisions, identifying patterns in how you:
- Process information (concrete vs. abstract thinking)
- Source motivation (internal drive vs. external validation)
- Form attachment to resources and security
- Respond to stress or uncertainty
- Communicate within your relationship ecosystem
In struggling relationships, money often becomes a band-aid—we hope spending will make up for emotions that don't feel present. In loving relationships when we're at our best, we simply want to show people we love them in meaningful ways.
Our assessment helps you recognize which side you're operating from and shift toward your "shining side." We give you clarity on what's happening when you're dysregulated, activated, and stressed—the crispy parent knows, the person with the toxic work environment knows, the person trying to navigate caring for aging parents while paying bills knows. That's your activated self.
We identify your blind spots at a glance so you can come back to center and keep your functional self in the room, even during life's most challenging moments.
A Science-Backed Methodology Blending Research and Intuitive Wisdom
Our approach integrates multiple disciplines:
- Behavioral Finance – How cognitive biases influence financial choices
- Positive Psychology – How wellbeing impacts financial success
- Schema Therapy – How past experiences shape financial habits
- Attachment Science – How early life experiences affect financial security
- Systems Thinking – How your patterns reflect your broader life ecosystem
We embrace both clinical research and intuitive frameworks, recognizing that human behavior exists at the intersection of science, emotion, and energy.
Is This You? Recognizing Your Financial Relationship Patterns
Our assessment has helped thousands identify their unique patterns, including:
The Burnt-Out Caregiver who juggles family needs while wondering if their financial decisions are supporting or sabotaging their family's future.
The Strategic Connector who brings people together but sometimes struggles with financial independence and validation.
The way we nudge you out of your a little crispy, a little messy state, to a thriving more functional environment is what we are building towards.
