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About us

We are Prism Planning and Solutions Group. As a diverse group of advisors we pride ourselves on understanding the critical importance of your hopes, fears, and complex circumstances.

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Our Commitment to you

We will:

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Be allies celebrating you and your life choice

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Cheer you on in the pursuit of your dreams and passions

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Toast to your unique path, be it what you do, where you live, or who you love

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Simplify your financial intricacies in a safe and supportive environment

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We will fulfill this commitment through:

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Our Values

Understanding

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Trust

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Compassion

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Transparency

 

Why we do what we do

Why we do what we do is simple! People need someone they can trust and who will truly focus on helping them slice through the noise of everyday life.

They need someone who cares about their unique lives and helps them make informed decisions while understanding the trade-offs of their choices.

In other words, we do what we do to make a positive difference in people's lives.

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When starting on this journey, Julia knew the name she chose for the business was critical in creating the client experience.

She chose Prism Planning and Solutions Group because a prism takes in white light and breaks it out into many beautiful colors, showing the texture and complexity of each color as it comes out the other side.

We ARE that prism

Our process IS that prism

We break that light down into its components to see every nuance - and if there is a missing color, our team will work with you to find the solution and complete your light spectrum.this journey, Julia knew the name she chose for the business was critical in creating the client experience.

Why we chose the name Prism Planning and Solutions Group

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.