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.

PA-Team-bios_Michelle-Lichtman-min

Michelle Lichtman

Executive Assistant

Birmingham, MI

Michelle brings over 20 years of experience as an executive assistant, specializing in supporting teams and leaders to operate at their highest level. Her focus is on streamlining processes, leveraging technology, and anticipating needs to help ensure smooth operations behind the scenes.

Before joining Planning Alternatives, Michelle worked in client success at Moor and was an administrative assistant at Pure Business Process and Temple Israel of West Bloomfield. She graduated from the University of Michigan with a Bachelor's Degree in Business Management.

What is your "why"?

I find real fulfillment in taking care of people and making their lives easier so they can focus on what they do best. I enjoy learning new technologies and creating efficient processes that help everything run more smoothly. For me, it's about combining service, problem-solving, and continuous learning in a role that makes a meaningful difference every day.

To me, true wealth is

Less about what's in the bank and more about feeling secure, connected, and fulfilled in my daily life. True wealth means having good health and lots of energy so my husband and I can enjoy life and travel. It also means seeing my kids growing and thriving in their own lives. 

Let’s connect.

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