--- title: About --- [Skip to the main content.](https://planningalt.com/about#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.* # We help you do more., be more., impact more. ![divider line](https://planningalt.com/hs-fs/hubfs/Line%20420@2x.png?width=3&height=40&name=Line%20420@2x.png) ## It’s not about the money. It’s about you. ![divider line](https://planningalt.com/hs-fs/hubfs/Line%20420@2x.png?width=3&height=40&name=Line%20420@2x.png) Through sophisticated wealth planning and management and a client-centric, team-based approach, we help you embrace a healthy relationship with money and wealth so you have more freedom to create a life of meaning, purpose, and connection. [Learn more](https://planningalt.com/approach?hsLang=en) ### Wealth Advisors for Life™ Employees 20 + Offices 3 APPROX. AUM $ 1 .5B\* \*as of 12/31/25 Dogs 19 Years in business 43 ## You deserve more. We believe true wealth has nothing to do with money. It’s about expanding your relationship to money by connecting you with your wealth.  We’re here to make people’s lives better, from our colleagues—who are the foundation of all we do—to our clients. ![Woman](https://planningalt.com/hs-fs/hubfs/About-Woman-min.jpg?width=1292&height=762&name=About-Woman-min.jpg) #### **We believe you deserve:** | #### ![icon_bullet](https://planningalt.com/hubfs/icon_bullet.svg) | ##### To be listened to deeply and skillfully | | --- | --- | ![divider-LightBrown](https://planningalt.com/hs-fs/hubfs/divider-LightBrown.png?width=504&height=2&name=divider-LightBrown.png) | #### ![icon_bullet](https://planningalt.com/hubfs/icon_bullet.svg) | ##### To be treated with respect, empathy, and kindness | | --- | --- | ![divider-LightBrown](https://planningalt.com/hs-fs/hubfs/divider-LightBrown.png?width=504&height=2&name=divider-LightBrown.png) | #### ![icon_bullet](https://planningalt.com/hubfs/icon_bullet.svg) | ##### To feel like you’re understood and valued | | --- | --- | ![divider-LightBrown](https://planningalt.com/hs-fs/hubfs/divider-LightBrown.png?width=504&height=2&name=divider-LightBrown.png) | #### ![icon_bullet](https://planningalt.com/hubfs/icon_bullet.svg) | ##### To have a partner who thinks bigger, like you do | | --- | --- | ![divider-LightBrown](https://planningalt.com/hs-fs/hubfs/divider-LightBrown.png?width=504&height=2&name=divider-LightBrown.png) | #### ![icon_bullet](https://planningalt.com/hubfs/icon_bullet.svg) | ##### To work with a team whose integrity inspires the highest level of trust | | --- | --- | ![divider-LightBrown](https://planningalt.com/hs-fs/hubfs/divider-LightBrown.png?width=504&height=2&name=divider-LightBrown.png) | #### ![icon_bullet](https://planningalt.com/hubfs/icon_bullet.svg) | ##### To make a positive ripple effect on your family and all those you are connected to | | --- | --- | ### How we can help #### ![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) ### When you have good people in your corner, good things happen. [Meet our team](https://planningalt.com/our-team?hsLang=en) ### Let’s connect. We’d love to talk about what you and your family need and how we can help. [Schedule a call](https://planningalt.com/contact?hsLang=en) Company - [Approach](https://planningalt.com/approach) - [Services](https://planningalt.com/services) - [About](https://planningalt.com/about) - [Team](https://planningalt.com/our-team) - [Locations](https://planningalt.com/locations) - [Contact](https://planningalt.com/contact) - [Careers](https://planningalt.com/careers) Insights - [Assessments](https://planningalt.com/quiz-assessment-landing-page) - [Podcasts](https://planningalt.com/insights/tag/podcasts) - [Events](https://planningalt.com/events) - [Insights](https://planningalt.com/insights-blog) - [Client Login](https://planningalt.com/client-login) - [Form CRS](https://planningalt.com/hubfs/2025-Client-Relationship-Summary.pdf) - [ADV Part 2A Brochure](https://planningalt.com/hubfs/23129617/2026%20Form%20ADV%20Part%202A%20Rev.%208-7-26.pdf) - Wealth Advisors for Life™ - | - [Terms & Conditions](https://planningalt.com/terms-conditions) - | - [Privacy Policy](https://planningalt.com/privacy-policy) © 2026 Planning Alternatives [Linkedin](https://www.linkedin.com/company/planning-alternatives/) Return to top