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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. 

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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.

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Woodward Dream Cruise

We’re excited to welcome clients and friends of the firm to our tent during the 30th Annual Woodward Dream Cruise! Join us for a front-row view of one of Michigan’s most iconic automotive events. Cool off in the shade, grab a drink, and take in the classic cars as they cruise by.

Saturday, August 16, 2025
9:00 AM – 5:00 PM
Planning Alternatives Tent
(one block south of the office)

Let’s connect.

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