Wealth means joy.
We don’t just manage wealth.
We create impact.
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.
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.
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 always—and only—make decisions in your best interest.
Financial Planning
Portfolio Management
Estate Planning Strategies*
Strategic Philanthropy
Business Succession Planning
Major Life Transitions
Family Wealth Transfer
Executive Compensation
Tax Management Strategies*
Family Meetings
Retirement Transitions
Professional Team Coordination
*Planning Alternatives does not provide tax, legal or accounting advice. Please consult your own tax, legal and accounting advisors before engaging in any transaction.
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.