Consulting Services

Consulting Services

Customized Consulting Services

Prism Planning Partners offers a wide array of customized consulting services which may vary greatly in depth and scope and may be offered in a variety of different situations or circumstances that relate to your financial picture.

We may consult with you regarding topics that are not covered under our general financial planning services, such items as a real estate purchase, a sale analysis or review of a financial account. The scope and cost of our consulting services are defined in writing prior to the engagement, and will depend on the complexity of the situation.


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