We put people, planning, purpose first.

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Generational wealth starts here

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True wealth rarely happens overnight. It could take years, often decades, to feel like you’ve got “enough.”
 
That’s why our firm prioritizes long-term relationships with our clients, making sure you’ve got someone on your side and by your side through it all—and for generations to come.
Meet our people
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The PlanAlt Way

Bespoke strategies
  We go way beyond plug-and-play “plans” to create bespoke forward-thinking wealth strategies specifically for you.
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Working for you (only)
  As independent fiduciary advisors, we’re not beholden to any proprietary products or investments. The law and our own collective moral compass mean that we always act in your best interests.
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Connect & collaborate
  We act as the hub for all of your professional advisors—CPA, attorney, and other specialists—to ensure we’re all working from the same playbook.
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Risk-conscious
  When accumulating wealth, managing risk is paramount. We use disciplined risk management principles to create low-cost, tax-efficient, globally diversified portfolios.
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Transparent pricing
  We’re a fee-for-service advisor, and our competitive fee schedule reflects our forward-thinking, client-first approach.
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Family first
  We specialize in helping families build, manage, and sustain generational wealth and support them in creating a legacy of impact—together.
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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.

Start now

How we’ll work together

Just as an architect designs a blueprint before building a home, we work with you to construct a comprehensive, individualized financial plan as the foundation. This in-depth planning process helps us truly understand what's important to you and create a roadmap to achieve it.

LET’S WORK TOGETHER

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Initial planning meeting
  We listen deeply to understand your goals and financial priorities.
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Organizing and strategy
  We’ll review your financial information with you to understand every aspect that’s relevant to building your personal financial plan.
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Plan implementation
  We’ll discuss recommendations for your personal financial plan and make sure ideas turn into action.
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Ongoing collaboration & evolution
  We’ll meet regularly to ensure we are accountable to you and that you stay on track all while coordinating with your team of professionals.

Let’s connect.

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

Schedule a call