ready to achieve your financial goals?

We're here to help you make progress toward your ideal financial future!

Sign up for a free consultation by filling out the form below, and discover how we can assist you.

Let's take the first step toward a brighter future together!

we’d love to hear from you.

  • 321 S. Milwaukee Ave,
    Libertyville IL 60048

  • Email us at Info@PrismPlanningPartners.com

    847-250-9870

FAQs

  • You can fill out the online form above, call us directly at (847) 250-9870, or email us at info@prismplanningpartners.com. Our team will promptly assist you in scheduling a convenient time for your consultation.

  • Almost all of our financial planners at Prism hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, ensuring they have undergone rigorous training, adhere to ethical standards, and possess comprehensive knowledge in financial planning.

  • We offer various financial planning services based on your age, stage of life, and needs. Our offerings include: 

    • Investment management

    • Protection planning

    • Cash flow planning

    • Employee Benefits Review

    • Tax planning

    • Wealth management strategies

    • Retirement readiness planning

    • Legacy planning

    • Taxes, federal benefits

    • Retirement Income

  • Prism operates on a fee-only basis, which means that we are compensated solely by our clients and do not earn commissions from selling financial products. Our fees are transparent and based on the complexity of your financial situation and the services you require.

  • You don’t need to prepare anything before our consultation, but we recommend being ready to discuss any specific financial goals or concerns you may have.

  • During the initial consultation with a Prism advisor, we will discuss your financial goals, assess your current financial situation, and explore how our fee-only services can help you achieve your objectives. We take the time to get to know you and your family before we can take any action with your personal finances. We'll also explain our approach, fee structure, and next steps.

  • Yes! We will initially schedule a phone or video call with you. 

  • After the consultation, we will provide you with some resources to review. This will allow you to take your time to understand our services and decide whether you want to move forward. We will then follow up with you to schedule a second meeting. During this meeting, we will request more information and begin creating a specialized plan that meets your needs.