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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.

David Tutak

David Tutak

Investment Analyst / Trader, CFA

Birmingham, MI

Before joining Planning Alternatives I worked as an analyst for a broker-dealer. Working here, I help set the investment direction for client portfolios and really enjoy being able to choose the best possible investments for clients without having any conflicts of interest or underlying motives. I also have obtained my CFA charter while at the firm.       

Memorable client moment

I recently worked with a client who was looking for more "advanced" investments. I was able to walk through our offerings in the space and the client was satisfied with the options.     

To me, true wealth means

Meaningful relationships and contentment with life.

Let’s connect.

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