Financial freedom for all.
At Prism Planning Partners, we're not just about crunching numbers to meet your financial goals; we're here to serve as your financial life coaches.
Our approach goes beyond spreadsheets and charts – we're all about helping you align your values with your money. With our streamlined process, we make it easy for you to express your aspirations and priorities, ensuring we're on the same page every step of the way.
our services
Investment
Management
Protection
Planning
Cash Flow
Planning
employee
benefits review
tax planning
wealth
Management
strategies
retirement
readiness
planning
legacy
planning
tax & federal
Benefits
retirement
income
We offer a range of financial planning services based on your age, stage of life, and your needs.
how our pricing works
Prism is proud to operate as a fee-only financial planning firm. This means that our compensation will come exclusively from client fees and not from any third-party paid commissions. We are fiduciaries and serve your needs without any commission from product sales.
We are also proud members of the National Association of Personal Financial Advisors (NAPFA). This affiliation underscores our commitment to upholding the highest ethical standards and providing objective, fee-only financial advice.
We base our fees on the complexity of our clients' financial situation, the scope of services required, and the level of expertise needed. Our comprehensive financial planning services are charged a base fee of $5,000. For clients with more complex financial situations, such as high-net-worth individuals, intricate investment portfolios, estate planning needs, or business ownership interests, we may charge additional fees to reflect the extra time and expertise required to address their specific needs.
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