Why Prism & Who We Serve

our clients

At Prism Planning Partners, we are dedicated to providing exceptional financial planning services to a diverse clientele of ambitious professionals, busy families, and business owners. Everyone’s financial position is unique, so we offer personalized financial guidance tailored to your specific needs and goals.

Whether you're a go-getting professional seeking to build wealth, an entrepreneur launching a new business, a busy family looking to secure your financial future, or an established business owner planning for retirement, we've got you covered.

What sets prism apart

  • Fee-only fiduciary

    As a fee-only financial planning firm, we uphold the highest standards of integrity and transparency. By avoiding conflicts of interest associated with commissions, we prioritize your best interests and provide advice and guidance to help you achieve your financial goals.

  • Personalized service

    When it comes to managing your finances, you deserve better than a robo-service or a DIY spreadsheet. With Prism, you’ll work alongside a small team of honest, dynamic experts whose #1 priority is your future.

  • Expert guidance

    With Prism's team of financial experts, you can trust that your financial success is in good hands. Our team is backed by years of experience and rigorous training, ensuring that we bring a wealth of knowledge and expertise to the table.

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Types of clients we serve

Wealth Building Families

Are you from a family that has a history of success and a desire to secure a prosperous future? We understand the importance of preserving and expanding your wealth for future generations. Our team offers personalized financial strategies that cater to your specific needs and aspirations, whether you're dealing with intricate investments, planning for estate transitions, or prioritizing your family's financial well-being.

We integrate with your existing professionals, such as accountants and attorneys, to spearhead your personal family office team. With our help, you can achieve your long-term financial objectives while ensuring that your legacy continues for years to come.

Ambitious Professionals

As a committed professional who strives to make a difference in the world, we understand that balancing your career, family, and financial goals can be challenging. Prism Planning Partners is here to offer personalized guidance to help you achieve financial security and success.

Whether it's managing student loan debt, optimizing your investments, or planning for retirement, we're here to help you navigate your financial journey and leave a legacy of prosperity for yourself and your loved ones.

Business Owners

As an industrious entrepreneur, you have a clear vision for how to grow and prosper. Prism works with many business owners, so we understand your drive and are committed to supporting you at every step.

From coaching on starting a business to developing strategies for expansion to planning for succession, our tailored financial solutions are aimed at helping you achieve both your personal and business goals. We would love to help you build a solid foundation for long-term success

Anyone else

Don’t feel as though you fit perfectly into any of these boxes? Neither do we!

From budgeting and debt management to investment strategies and retirement planning, we understand everyone's financial journey is different. Let us help you navigate your path to financial success and peace of mind, no matter where you are in life.

IT’S OUR job to HELP YOU USE YOUR WEALTH TO ACHIEVE YOUR RETIREMENT GOALS.

At Prism Planning Partners, we’re careful not to leave out the most important part of the equation: who you are as a person, what your family values, and how you’d like to enjoy spending your time.