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True Wealth Assessment

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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

Takes 2-3 minutes.

Money Personality Quiz

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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.

Takes 7-8 minutes.

Current events

Currently there are no upcoming events. Stay tuned for new events posted regularly! 

Season Contemporary Art Fair

A Planning Alternatives sponsored event with panelist Nathan Mersereau 

Saturday, September 27
1:00–1:45 p.m.

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Archived events

Unraveling Medicare

A webinar and live Q&A with Joanne Giardini-Russell of Giardini Medicare Hosted by Planning Alternatives

Wednesday, September 10, 2025
10 - 11am ET

Woodward Dream Cruise

A front-row view of one of Michigan’s most iconic automotive events.

Saturday, August 16, 2025

What in the World Is Going On?

A Webinar and live Q&A with Jeffrey Kleintop, Managing Director, Chief Global Strategist, Charles Schwab and Nathan Mersereau, CEO, Planning Alternatives

Thursday, May 22, 2025

Outlook 2025: Blue Zone Solutions for a Longer Life with Dan Buettner

Outlook 2025: Blue Zone Solutions for a Longer Life with Dan Buettner

Wednesday, January 29, 2025

Birmingham, MI, Sarasota, FL, Naples, FL, Jackson Hole, WY, and Online

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Shift Your Money Mindset

A live webinar with Dr. Julie Colwell and Nathan Mersereau

Tuesday November 12, 2024

Let’s connect.

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