Financial freedom for all.
At Prism Planning Partners, we're not just about crunching numbers to meet your financial goals; we're here to serve as your financial life coaches.
Our approach goes beyond spreadsheets and charts – we're all about helping you align your values with your money. With our streamlined process, we make it easy for you to express your aspirations and priorities, ensuring we're on the same page every step of the way.
OUR LIST OF SERVICES
We offer a range of financial planning services based on your age, stage of life, and your needs. Our team offers the following services:
Investment management
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
protection
planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
tax
planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
tax federal
benefits
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
wealth management strategies
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
retirement
income
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
cashflow
planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
retirement readiness
planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
employee benefits review
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
legacy
planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Contact us to learn more about our services!
how our pricing works
Prism is proud to operate as a fee-only financial planning firm. This means that our compensation will come exclusively from client fees and not from any third-party paid commissions. We are fiduciaries and serve your needs without any commission from product sales.
We are also proud members of the National Association of Personal Financial Advisors (NAPFA). This affiliation underscores our commitment to upholding the highest ethical standards and providing objective, fee-only financial advice.
We base our fees on the complexity of our clients' financial situation, the scope of services required, and the level of expertise needed. Our comprehensive financial planning services are charged a base fee of $5,000. For clients with more complex financial situations, such as high-net-worth individuals, intricate investment portfolios, estate planning needs, or business ownership interests, we may charge additional fees to reflect the extra time and expertise required to address their specific needs.
CONNECT WITH US