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.​

wealth archetypes

There are 8 Wealth Archetypes. Which one are you?

Wealth Archetype - The Wanderer

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.

Wealth Archetype - Planner

The Planner

The Planner thrives on structure, carefully charting each financial step to ensure stability and alignment with long-term goals. With a focus on precision and foresight, Planners excel at managing details but can benefit from embracing flexibility and adaptability to navigate unexpected opportunities
Wealth Archetype - Adventurer

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.

Wealth Archetype - The Builder

The Builder

The Builder is focused on creating a solid foundation for growth, combining action and precision to construct a secure financial future. With a hands-on approach, Builders excel at making progress but can benefit from stepping back to ensure their efforts align with long-term goals and aspirations.
Wealth Archetype - Trailblazer

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.

Wealth Archetype - The Steward

The Steward

The Steward is a protector and nurturer, focused on creating security and stability for loved ones and causes that matter most. Thoughtful and responsible, Stewards excel at careful planning but can benefit from balancing generosity with self-care and leveraging their finances to align with personal growth goals.
Wealth Archetype - The Dreamer

The Dreamer

The Dreamer is a visionary who thrives on big-picture thinking, aligning wealth with their most aspirational goals. With imagination and ambition, Dreamers excel at envisioning the future but can benefit from grounding their ideas with actionable plans and balanced strategies.
Wealth Archetype - The Visionary

The Visionary

The Visionary focuses on aligning wealth with bold aspirations and long-term impact. Visionaries possess strategic vision, confidence, and a proactive approach, excelling at building a legacy that reflects their values. Growth opportunities include balancing growth with stability, optimizing tax strategies, and refining goals to remain adaptable.

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.

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