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    • Home
    • Who We Serve
    • Why Prism
    • Services
      • Comprehensive Financial Planning
      • Investment Management
      • Small Business Owners
      • Our Fees
    • About Us
      • Our Team
    • Resources
      • Blog
      • Guides
      • Videos
      • On-Demand Webinars
    • Contact
    • Client Login
    BEING A FINANCIAL PLANNER IS (KIND OF) LIKE BEING A THERAPIST

    FINANCIAL PLANNING

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      • FINANCIAL PLANNING
      •  (Page 3)
    Being-a-Financial-Planner-is-(Kind-Of)-like-Being-a-Therapist

    BEING A FINANCIAL PLANNER IS (KIND OF) LIKE BEING A THERAPIST

    • August 3, 2018
    • CASH FLOW PLANNING, FINANCIAL LIFE PLANNING, FINANCIAL PLANNING, INVESTMENTS, RETIREMENT

    What do you think is the number one issue prospective clients bring to us here at Prism? It’s likely not shocking. Here’s the big question: Can I afford to retire and not run out of money? Some folks understand that they’ll easily be able to retire and don’t need us to do complex calculations. Others

    Read More...
    3 August
    The-Financial-Value-of-Rest-and-Relaxation

    THE FINANCIAL VALUE OF REST AND RELAXATION

    • July 18, 2018
    • FINANCIAL LIFE PLANNING, FINANCIAL PLANNING, RETIREMENT

    Too often in our society, employees and business owners alike are pressured to grind both at work and at home. Financial stress is often the motivator for being a “workaholic.” The value of taking some time off is drastically undervalued to your mental well-being which in turn impacts your financial success. Here’s why it’s so

    Read More...
    18 July
    HOW-TO-QUIT-YOUR-DAY-JOB

    HOW TO “QUIT YOUR DAY JOB”

    • June 19, 2018
    • EMPTY NESTER, FINANCIAL LIFE PLANNING, FINANCIAL PLANNING, GROWN CHILDREN, RETIREMENT

    Have you ever lamented that you wish you could “quit your jobs yesterday?” With corporate cultures becoming more and more demanding, it’s no surprise that burnout is happening well before traditional retirement age. But, you’re way too young to quit at 50. In fact, most people at 50 still have dependent children and an underfunded

    Read More...
    19 June
    The-Science-of-Finding-Things-to-Do-When-You-Retire

    THE SCIENCE OF FINDING THINGS TO DO WHEN YOU RETIRE

    • March 26, 2018
    • FINANCIAL LIFE PLANNING, FINANCIAL PLANNING, RETIREMENT

    Close your eyes for a moment and imagine a blank calendar… Good. Now just think of how scary that would be if the blank sheet of paper was your life every day for the next two decades. As anyone who has ever been phenomenally bored will agree, it’s tortuously painful not having enough things to

    Read More...
    26 March

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     Prism Planning Partners, LLC dba Prism Planning Partners is an SEC registered investment advisor. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offers to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Some content on this site is provided by a third party and may not necessarily reflect the expertise of this investment advisor.

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