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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.

Delvis LaBoy

Delvis LaBoy

Director of First Impressions

Birmingham, MI

Before joining Planning Alternatives, I worked in customer service at the Henry Ford Hospital. My job here is to greet clients visiting our office and make sure they’re well taken care of. I also answer client calls and get them to the place they need to be. I love interacting with our clients, and I love to make people smile and feel comfortable in my presence.       

Memorable client moment

One client told me that my voice calms them down and makes them feel like everything will be alright.

To me, true wealth means

Having and receiving continuous trustworthy knowledge on how to build and keep financial wealth, all while learning, share with family and friends.

Let’s connect.

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