Skip to the main content.

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. 

Start Now

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.

Michele Mersereau

Michele Mersereau

Mental Wealth Coach

Jackson Hole, WY

Before joining Planning Alternatives, I worked as a K-12 educator, mental health professional, trauma informed yoga and mindfulness teacher, and health and wellness coach. In my role as a Mental Wealth Coach, I help clients to understand their money stories and to transform their relationship with money so they understand what true wealth means to them so they can create a life plan that works with their financial plan. I take great joy in growing my own mental fitness and feel privileged to facilitate this process for others.

What does true wealth mean to you?

True wealth for me is living in alignment with my values. I feel wealthiest when I spend my time and energy on pursuits that bring joy and a sense of purpose.

Let’s connect.

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