Wealth means joy. 

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We don’t just manage wealth.
We create impact.

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At Planning Alternatives, we take a different approach to financial planning and wealth management. Rather than being focused solely on money itself, we take a more human-centered, growth-mindset approach, helping you manage your wealth and your legacy in alignment with your values, goals and impact you want to leave on the world.

True Wealth Archetype
Assessment

Discover Your True Wealth

At Planning Alternatives, we believe that true wealth is about maximizing energy and vitality in all areas of your life. Our assessment will help you uncover the areas where you’re thriving, as well as the areas you might want to give some attention to so you’re living your best life. That’s True Wealth.

What if true wealth had nothing to do with money?

Everyone has a unique money story. Learning what wealth means to you is the key to a better relationship with your money.

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The financial planning services you need. 
The partnership you deserve.


Most financial planners offer a traditional menu of services. We do, too. We believe what makes us different is how deeply we focus on the why-driven, human centered approach. And because we’re a fiduciary, fee-only adviser, we alwaysand onlymake decisions in your best interest.

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Icon_Union Portfolio Management

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Icon_Union Estate Planning Strategies*

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Icon_Union Strategic Philanthropy

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Icon_Union Business Succession Planning

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Icon_Union Major Life Transitions

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Icon_Union Family Wealth Transfer

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Icon_Union Executive Compensation

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Icon_Union Tax Management Strategies*

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Icon_Union Family Meetings

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Icon_Union Retirement Transitions

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Icon_Union Professional Team Coordination

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*Planning Alternatives does not provide tax, legal or accounting advice. Please consult your own tax, legal and accounting advisors before engaging in any transaction.

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Good people are your most important asset.

Let’s connect.

We’d love to talk about what you and your family need and how we can help.