Discover Your Wealth Archetype
Your Path to Financial Alignment Begins with Knowing Your Wealth Archetype.
Take our 5-minute quiz to unlock your Wealth Archetype and start your journey to Financial Alignment!
Your wealth journey is as unique as you are—a personal and transformative path filled with possibility. By discovering your Wealth Archetype, you’ll unlock the confidence to make informed decisions that align with your values and dreams. True Financial Alignment brings clarity, harmony, and fulfillment to your life. This is what it means to be Truly Aligned.

There are 8 Wealth Archetypes. Which one are you?

The Wanderer
The Wanderer embraces life’s journey with curiosity and freedom, focusing on present experiences rather than long-term financial planning. Adaptable and resourceful, Wanderers thrive on spontaneity but can benefit from strategies that align their spending with personal values to balance joy with stability.

The Planner

The Adventurer
The Adventurer thrives on bold experiences and sees wealth as a tool to fuel joy, exploration, and freedom. With an open and spontaneous mindset, Adventurers excel at living in the moment but can benefit from balancing their desire for adventure with long-term financial stability and planning.

The Builder

The Trailblazer
The Trailblazer is a bold and decisive leader who balances enjoying the present with proactively building a secure future. With confidence and an abundance mindset, Trailblazers excel at taking action and seizing opportunities but can benefit from creating a clear long-term vision and diversifying investments.

The Steward

The Dreamer

The Visionary
About the Wealth Archetype Quiz
This quiz was created by Truly Aligned to help you unlock insights into your unique financial mindset. Unlike one-size-fits-all financial advice, our Wealth Archetype Quiz is designed to align with the personal and emotional aspects of your wealth journey.
Your financial behavior is shaped by values, experiences, and aspirations. By understanding your Wealth Archetype, you gain clarity about your financial motivations and how they align with your life goals.