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.
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 Planning](https://prismplanningpartners.com/wp-content/uploads/2018/08/Investment-Planning.png)
Investment Planning
![Investment Policy Statements Investment Policy Statements](https://prismplanningpartners.com/wp-content/uploads/2018/08/Investment-Policy-Statements.png)
Investment Policy Statements
![Portfolio Review and Evaluation Portfolio Review and Evaluation](https://prismplanningpartners.com/wp-content/uploads/2018/08/Portfolio-Review-and-Evaluation.png)
Portfolio Review and Evaluation
![Budgeting and Cash Flow Planning Budgeting and Cash Flow Planning](https://prismplanningpartners.com/wp-content/uploads/2018/08/Budgeting-and-Cash-Flow-Planning.png)
Budgeting and Cash Flow Planning
![Tax Management & Planning Tax Management & Planning](https://prismplanningpartners.com/wp-content/uploads/2018/08/Tax-Management-Planning.png)
Tax Management & Planning
![Trust and Estate Planning Trust and Estate Planning](https://prismplanningpartners.com/wp-content/uploads/2018/08/Trust-and-Estate-Planning.png)
Trust and Estate Planning
![Charitable Giving Charitable Giving](https://prismplanningpartners.com/wp-content/uploads/2018/08/Charitable-Giving.png)
Charitable Giving
![Social Security (B) Social Security (B)](https://prismplanningpartners.com/wp-content/uploads/2018/09/Social-Security-B.png)
Social Security
![Retirement Planning Retirement Planning](https://prismplanningpartners.com/wp-content/uploads/2018/08/Retirement-Planning.png)
Retirement Planning
![Capital Needs Analysis (Goal Funding) Capital Needs Analysis (Goal Funding)](https://prismplanningpartners.com/wp-content/uploads/2018/08/Capital-Needs-Analysis-Goal-Funding.png)
Capital Needs Analysis (Goal Funding)
![Insurance Analysis Insurance Analysis](https://prismplanningpartners.com/wp-content/uploads/2018/08/Insurance-Analysis.png)
Insurance Analysis
![Employee Benefits Employee Benefits](https://prismplanningpartners.com/wp-content/uploads/2018/08/Employee-Benefits.png)