True Wealth Archetype

Your True Wealth Assessment
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Your True Wealth

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Most people immediately think of dollars and cents when they hear the word "wealth." But at Planning Alternatives, we believe True Wealth is something deeper than just your financial portfolio. It encompasses everything that makes life rich and vibrant, from your personal wellbeing to the depth of your relationships.

Our True Wealth assessment isn't just about counting assets – it's about understanding where your life is already abundant and identifying opportunities for growth. Because to us, True Wealth is about living your most energized, connected, and purposeful life possible.

Meet the 5 True Wealth Archetypes

Based on your assessment results, you’ll fit into one of five archetypes on the journey to True Wealth.
Archetype Novice

Novice | 0-45

Novices are officially at the start of their journey to true wealth. Staying open, curious, and willing to learn and experiment with all the different areas of life explored in the assessment is important. Once Novices start taking action, their experience of true wealth will start to shift and open up a whole world of new possibilities. 
Archetype Initiate

Initiate  |  46-89

Initiates are advanced beginners on the journey to true wealth. By harnessing a willingness to “not know” and to learn from others, they’ll open themselves to greater potential and more true wealth. By taking thoughtful action, day-by-day, Initiates will quickly progress and get wealthier in every aspect of life.
Archetype_Apprentice-min

Apprentice | 90-121

Apprentices are doing great at generating energy in many of the areas needed to have more abundance. To improve, Apprentices might consider working with a coach or teacher to give a boost and gain the momentum needed to have an abundance of true wealth in your life.
Archetype_Practioner-min

Practitioner | 122-259

Practitioners have embodied much of what there is to learn about generating energy, and many people look up to them as a guide for how to live with true wealth. To get to the next level, they’ll want to take some risks and push toward the summit. They’ve earned the right. 
Archetype_Alchemist-min

Alchemist | 260-378

Alchemists are a model for how to invest life’s energies wisely to achieve an abundance of true wealth. The world has much to learn from their stewardship, so it’s important to share wisdom freely with those who aren’t as far along in their journey.

Take the Assessment

Learn more about how we developed this assessment.

Your True Wealth Roadmap

The questions you answer on the assessment measure how you’re doing in the six energetic areas of life that make up True Wealth. As you start to pay more attention to these areas, you’ll experience positive shifts that build on each other over time.

Physicality

Physicality

How are you supporting your physical being?

Under the stresses of everyday life, it can be easy to forget to prioritize our own physical well-being. True Wealth means prioritizing your own physical well-being in your overall life’s wealth, and taking daily, weekly, and ongoing actions to cultivate that health. 

Creativity

Creativity

How are you expressing yourself creatively?

When we are stressed our brain responds by narrowing our focus which can often result in creativity and creative expression being unconsciously moved into the background. True Wealth means recognizing the generative power of adding regular experiences of beauty, wonder, play, and culture to your life.

Possibility

Possibility

How are you creating the future you dream of?

This arena is all about becoming aware of what draws you forward and the enjoyment of that pull. True Wealth means you’re connected to your own curiosity and are comfortable with visioning how you want your life to unfold and what you want to leave behind.

Connectivity

Connections

How are you cultivating strong relationships?

Sometimes striving for financial goals can become all-consuming, to the detriment of what makes life really worth living: deep, meaningful emotional connection. True Wealth means cashing in on the abundant energy that is created when you focus on going deep with others, whether they’re intimates, community members, or colleagues.

Possibility

Security

How are you putting in place a long-term, generative wealth plan?

It can be easy to avoid facing your financial world directly. True Wealth is a life filled with prosperity, alignment, and planning for the future. By generating security, you provide yourself (and those around you) with a substantial launchpad for your dreams.

Possibility

Productivity

How well do you use your time?

It can be easy to fritter away time as an energetic resource. True Wealth means being in flow, where little effort can result in lots of abundance. You’re able to generate real freedom, as you flow through a life you really want to live. 

About the Assessment

We created this assessment to give even more people a way to explore their relationship with wealth to inspire a greater understanding of what True Wealth can bring to their lives.

To build the assessment, we partnered with renowned psychologist, Julie Cowell, PhD. Julie has worked for more than three decades to develop and refine her research-based methodologies to help people shift out of energy-draining power struggles into reconnection, innovation, and flow. Her powerful work underpins our science-backed assessment in every way.

Our goal with this assessment is to give people an easy-to-use tool to help them find where they are on their path to True Wealth and learn how to get more in alignment with the things that matter most.

Let’s chat about your True Wealth Journey

If you'd like to explore how these insights can help shape your path to True Wealth, we're here to help. Our team at Planning Alternatives specializes in working with clients to build legacies and live their most abundant lives—in every sense of the word.

Schedule a conversation