Join the Heard SM

At Planning Alternatives, we pride ourselves on listening deeply to help you build a customized plan that delivers. Throughout your life. Regardless of your financial complexity. So that you can be part of the heard, not the herd.

We do this in three ways:

  1. Comprehensive planning based on truly understanding your goals
  2. Nimble, intelligent investment management
  3. Collaboration with your accountant, attorney, and other advisors

Specialized Solutions for Clients with More Sophisticated Needs

We’re proud to work with clients from all backgrounds, either planning for their retirements or already enjoying them. Each is a difference maker. Clients with more complex financial circumstances find that our approach is especially valuable.


Wherever they are in their careers – the C-Suite or climbing the ladder - executives’ demanding jobs leave little time for comprehensive financial planning that considers not only where they are today, but where they hope to be in the future.


Entrepreneurs have a lot on their plates when it comes to financial planning - from personal and corporate income and taxes to talent retention to mergers and planning for growth. Finding a financial partner who can pull it all into perspective can seem like an impossible task.

Professionals Who Lead

Consultants, physicians and other professionals who run their own businesses face a complex set of financial challenges. In addition to struggling with their own retirement planning, they face business finance, tax, employee compensation and benefit challenges...

Widows, widowers and the newly single

Many people experience a life-changing event at some point in their lives, along with the financial challenges that accompany them. These financial matters can have a profound impact on their lives and finances.

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Ready to step into your best life?

We are ready to help.  Let's talk.