WHY CHOOSE US?

Just as a prism reflects the light, it is our job to illuminate the possibilities of your life by serving as your guide.

Unbiased Council

As fee-based advisors, we are committed to putting your best interests first.

Complete Transparency

You’ll never be in the dark about how we’re compensated or any conflicts of interest.

Fee-Based Financial Planners

We strive to maintain the highest level of knowledge possible.

At Every Stage Of Life We Serve

Individuals
Families
Business Owners

We serve individuals, family, and business owners at every stage of life, whether you are at or nearing retirement, starting to build your wealth, or somewhere in between.

We take the time to get to know you and your family. Before we can take any action with your personal finances, we need to have a clear understanding of what’s most important to you in life. And if you don’t know yet, we’ll help you figure it out. We align your money with your life.

CONTACT US

WHAT STAGE ARE YOU IN?

Retired Or About To Retire

Mid Career Or Mid Life

In Transition

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ILLUMINATE YOUR POSSIBILITIES

Most of the time, when people think of “financial planning,” budgeting, projections, and calculations come to mind. We are a fan of those things at Prism Planning Partners. However, when it comes to a personal financial plan, numbers are only part of the equation.

At Prism Planning Partners, we’re careful not to leave out the most important part of the equation: who you are as a person, what your family values, and how you’d like to enjoy spending your time on this earth.

It’s our job help you use your wealth to achieve your retirement goals.

MEET OUR TEAM

Prism - Ron Headshot

Ron Bernstein, CFP®, CPA/PFS™, CIMA®, CWS®, RMA®

Co-Founder, Managing Member

Prism - Nicole Headshot

Nicole Sullivan, CFP®, RMA®

Co-Founder & Director Of Financial Planning

Dan headshot

Dan Peters,
CFP®

Director Of Operations & Financial Planning

BLOG & NEWS

LEISURE & LIFE SATISFACTION

October 23, 2019Blog

“In the same way that a good Wall Street investment appreciates in value, you want your investments of time and energy to offer high yields. They should make you feel good — happy, satisfied, energized, or relaxed.” Marc Eisenson,...