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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.

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Taylor Tucker

Paralegal & Compliance Officer

Birmingham, MI

I have a degree in paralegal studies and worked for seven years in the customer service industry before joining Planning Alternatives. I love collaborating with our team here to ensure compliance with SEC and state regulations.    

To me, true wealth means

Freedom from the anxiety of worrying about my finances and to be able to live life with as little stress as possible.

Let’s connect.

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