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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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Season Contemporary Art Fair

A Planning Alternatives sponsored event with panelist Nathan Mersereau 


Saturday, September 27
1:00–1:45 p.m.

With a variety of elements affecting the economy and global markets, it’s more important than ever to have a strategy to navigate the future.

We are pleased to have Jeff Kleintop, Charles Schwab’s Chief Global Strategist, available to share his perspective.

Please join us for a thoughtful overview and live Q&A. Get your questions ready!

Webinar Registration

Collecting Outside the Coasts

Season Talks will bring together 30 artists, curators, writers, and cultural leaders for eight panel discussions at Season Fair, September 26–27, 2025.

Panelists will discuss the motivations behind their acquisitions, how they engage with artists and art communities, and how collecting can serve as a form of cultural investment and civic commitment.

Moderator

  • Julie Rothstein — Art Advisor

Panelists

  • Gretchen Gonzales Davidson — Musician and Collector
  • JJ Curis — Co-owner and Co-founder, Library Street Collective; Collector
  • Nathan Mersereau — CFP®, President, Planning Alternatives

Location

Let’s connect.

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