--- title: Home description: At Planning Alternatives, we take a different approach to financial planning and wealth management. We don’t just manage wealth. We create impact. image: https://planningalt.com/hubfs/WealthMeansJoy-min.png --- [Skip to the main content.](https://planningalt.com#main-content) [![Logo](https://planningalt.com/hubfs/Logo.svg "Logo")](https://planningalt.com?hsLang=en) [![Logo](https://planningalt.com/hubfs/Logo.svg "Logo")](https://planningalt.com?hsLang=en) - [Approach](https://planningalt.com/approach) - [Services](https://planningalt.com/services) - [About](https://planningalt.com/about) - [Insights](https://planningalt.com/insights-blog) - [Events](https://planningalt.com/events) - [Contact](https://planningalt.com/contact) - [Login](https://planningalt.com/client-login) [WEALTH PERSONALITY QUIZ](https://planningalt.com/quiz-assessment-landing-page?hsLang=en) Toggle Menu Toggle Menu [WEALTH PERSONALITY QUIZ](https://planningalt.com/quiz-assessment-landing-page?hsLang=en) - [Approach](https://planningalt.com/approach) - [Services](https://planningalt.com/services) - [About](https://planningalt.com/about) - [Insights](https://planningalt.com/insights-blog) - [Events](https://planningalt.com/events) - [Contact](https://planningalt.com/contact) - [Login](https://planningalt.com/client-login) [Linkedin](https://www.linkedin.com/company/planning-alternatives/) #### True Wealth Assessment ![PA-Blog_MoneyPersonality-min](https://planningalt.com/hs-fs/hubfs/PA-Blog_MoneyPersonality-min.jpg?width=400&height=224&name=PA-Blog_MoneyPersonality-min.jpg) Everyone has their own unique relationship with money. Take this quiz to uncover the unconscious beliefs and emotional patterns that can drive your financial decisions.  [Start Now](https://planningalt.com/true-wealth-assessment?hsLang=en) *Takes 2-3 minutes.* #### Money Personality Quiz ![PA-Blog_MoneyPersonality-min](https://planningalt.com/hs-fs/hubfs/PA-Blog_MoneyPersonality-min.jpg?width=1200&height=672&name=PA-Blog_MoneyPersonality-min.jpg) True Wealth isn’t just about your financial portfolio. It encompasses everything that makes life rich and vibrant. Take the assessment to see where you are on your journey. [Start now](https://planningalt.com/true-wealth-assessment?hsLang=en) *Takes 7-8 minutes.* # Wealth means joy.  ![divider line](https://planningalt.com/hs-fs/hubfs/Line%20420@2x.png?width=3&height=40&name=Line%20420@2x.png) ## We don’t just manage wealth. We create impact. ![divider line](https://planningalt.com/hs-fs/hubfs/Line%20420@2x.png?width=3&height=40&name=Line%20420@2x.png) ![Girl with Dog](https://planningalt.com/hs-fs/hubfs/Home_Intro_GirlDog-min.png?width=1280&height=762&name=Home_Intro_GirlDog-min.png) ![Sunset with friends](https://planningalt.com/hs-fs/hubfs/Home_Intro22_Sunset-min.png?width=1280&height=762&name=Home_Intro22_Sunset-min.png) 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. [Learn more](https://planningalt.com/approach?hsLang=en) ![True Wealth Archetype](https://planningalt.com/hs-fs/hubfs/Archetype_MainPage.jpg?width=1365&height=954&name=Archetype_MainPage.jpg) ###### TRUE WEALTH TOOLS ## 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 assessments 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. [START ASSESSMENTS](https://planningalt.com/quiz-assessment-landing-page?hsLang=en) ## 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. [Find your story](https://planningalt.com/stories?hsLang=en) [![Home_Stories1-min](https://planningalt.com/hs-fs/hubfs/Home_Stories1-min.png?width=822&height=1022&name=Home_Stories1-min.png)](https://planningalt.com#modal_1_widget_1717441675637) [![Home_Stories2-min](https://planningalt.com/hs-fs/hubfs/Home_Stories2-min.png?width=822&height=1022&name=Home_Stories2-min.png)](https://planningalt.com#modal_2_widget_1717441675637) [![Home_Stories3-min](https://planningalt.com/hs-fs/hubfs/Home_Stories3-min.png?width=822&height=1022&name=Home_Stories3-min.png)](https://planningalt.com#modal_3_widget_1717441675637) ### 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. #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Financial Planning ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Portfolio Management ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Estate Planning Strategies\* ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Strategic Philanthropy ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Business Succession Planning ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Major Life Transitions ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Family Wealth Transfer ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Executive Compensation ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Tax Management Strategies\* ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Family Meetings ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Retirement Transitions ![divider](https://planningalt.com/hubfs/divider.svg) #### ![Icon_Union](https://planningalt.com/hubfs/Icon_Union.svg) Professional Team Coordination ![divider](https://planningalt.com/hubfs/divider.svg) [Learn more](https://planningalt.com/services?hsLang=en) *\*Planning Alternatives does not provide tax, legal or accounting advice. Please consult your own tax, legal and accounting advisors before engaging in any transaction.* ![PaTeam](https://planningalt.com/hs-fs/hubfs/PaTeam.jpg?width=1220&height=1221&name=PaTeam.jpg) ### Good people are your most important asset. 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