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True Wealth Assessment

PA-Blog_MoneyPersonality-min

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

PA-Blog_MoneyPersonality-min

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.

Bradley Improta

Brad Improta, CFP®

Associate Advisor

Jackson Hole, WY

Before Planning Alternatives, I worked at StreetAccount, a financial market news firm for approximately six years. Most recently, I worked at Two Ocean Builders in Jackson, WY as a project manager, responsible for sourcing potential real estate development deals and managing residential construction projects. I majored in economics at Wesleyan University while playing on the hockey and golf teams. I am currently involved with the Jackson Youth Hockey program as a coach. I enjoy helping grow the new Jackson Hole office and working with clients to help them use their money as a "tool" so they can focus on what is most important in their lives.

Memorable client moment

A client's retirement goal was to spend more time traveling while saving enough money to never worry about working again. It was a rewarding experience to help build a financial plan that will help them achieve their dream. 

To me, true wealth means

Using money as a tool to focus on what is most important in my life, whether that is family, pursuing passions, or achieving lofty goals that may have at one point seemed impossible.

Let’s connect.

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