You Deserve Better: Introducing PersonaWealth

Money is personal for all of us, and we know how stressful managing it can be. In fact, nearly 75% of American adults say money is their biggest source of stress, no matter how much they have. What we don’t often realize is how deeply that stress can affect other parts of our lives—our relationships, our health, and even our outlook on life.

Like us, you’re probably tired of all the TV experts and social media influencers making us feel dumb or offering quick ways to get rich, and the usual approach to managing money feels cold and disconnected. Sure, you get advice on budgeting, saving, investing, and insurance, but very few financial advisors really talk about how your financial situation affects your mental health—or how your mindset can impact the choices you make about money each day.

At PersonaWealth, we see things differently. We believe that financial wellness isn’t just about making more money—it’s about building a healthy relationship with it so you can live a happier, more fulfilling life. Whether you already have a financial advisor, need outside help, or prefer to DIY it, PersonaWealth is here to help you make sense of your relationship with money so you can feel more confident in the decisions you make.

“Money shapes our lives in ways we don’t always see—impacting our self-worth, relationships, and peace of mind. PersonaWealth recognizes that financial wellness is deeply connected to emotional health, helping you align money with what truly matters.” -Moraya Seeger DeGeare, Licensed Marriage and Family Therapist, PersonaWealth Clinical Advisor

A Judgment-Free Zone

PersonaWealth is an online platform where you can explore your financial life without fear of being judged or pressured. PersonaWealth generates personalized insights for you (and the professionals you work with) to help navigate the path toward long-term financial security and peace of mind. We meet you wherever you are on your financial journey, helping you make decisions that will improve both your happiness and your well-being by:

• Aligning Your Financial Choices with What Matters: You deserve to make decisions about money that reflect who you are and what’s most important to you. PersonaWealth helps you articulate your values and goals, so money is simply a tool to help you reach those things—not the other way around.
• Unlocking Your Potential: You deserve to break free from the unhelpful beliefs and behaviors about money that hold you back. PersonaWealth helps you identify those unconscious thoughts and emotional patterns around money and shows you how to use your natural strengths to overcome them.
• Putting Your Well-Being First: You deserve peace of mind, and we’re here to help you find it. Since money plays a huge role in our lives, we work backwards – starting with your physical, emotional, and mental health – to make sure money supports your overall well-being.

Coming Soon: A New Kind of Financial Wellness

We believe that everyone deserves to thrive, and that includes access to the tools and resources that can help you navigate financial decisions, based on a deeper understanding of what makes you…you.?

PersonaWealth is launching soon, and we’d love for you to be a part of it.? Check out www.personawealth.com to sign up for updates and be among the first to access personalized insights to unlock a new way of taking control of your financial future.

Because you deserve better—and with PersonaWealth, better is just around the corner.

Stay tuned!