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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.

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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.

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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 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

Good people are your most important asset.

Meet our team

Wealth means joy.

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

Assessment

Discover Your True Wealth

What if true wealth had nothing to do with money?