We facilitate important questions, providing a productive outlet to explore your opportunities, and address any “what-ifs.”

Prism Planning Partners offers a broad range of financial planning and consulting services for our clients. These planning services can be provided on a stand‐alone basis, or in conjunction with our investment management services.

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The Preparation Of Financials

Financial Planning includes, in all or part, but is not limited to, the preparation of a financial plan which may include reviews and recommendations on any or all of the following areas depending on the Client’s circumstances:

Investment Planning

Investment Policy Statements

Portfolio Review and Evaluation

Budgeting and Cash Flow Planning

Tax Management & Planning

Trust and Estate Planning

Charitable Giving

Social Security

Retirement Planning

Capital Needs Analysis (Goal Funding)

Insurance Analysis

Employee Benefits

Financial planning services can vary and are customized depending on each client’s complexity and circumstances. The financial planning services will be defined and agreed upon by both parties in advance. For example, a client’s not using Prism Planning Partners, LLC investment management services may request a comprehensive financial plan, or certain components of our planning services.

Clients are encouraged to review their plans on a regular basis.

We take the time to get to know you and your family. Before we can take any action with your personal finances.

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Prism Planning Partners offers a broad range of financial planning and consulting services for our clients.