top of page
Who we serve
Who we serve
Who we serve
BOOK YOUR INTRODUCTORY CALL
Prism Portal
HOME
ABOUT US
Our Commitment & Values
Why We Do What We Do
The Story Behind Our Name
Credentials Matter
OUR PROCESS
What We Do
How We Do It
MEET THE TEAM
Julia Peloso-Barnes
Brianna Skorvanek
Max Robinson
Sharon Masse
Naoka Russo
OUR SERVICES
All Engagements
Plan Comparison
Your Investment
WHO WE SERVE
Beam Phase
Illumination Phase
Reflection Phase
Radiance Phase
RESOURCES
CONTACT US
Schedule Your Introductory Call
More...
Use tab to navigate through the menu items.
Articles & Blogs
FINANCIAL 101
SAVING FOR COLLEGE
IRAS, ROTHS & QUALIFIED PLANS
AGING PARENTS & ELDER CARE
YOUNG PROFESSIONALS
RETIREMENT, SOCIAL SECURITY & MEDICARE
LIFE EVENTS
ESTATE PLANNING
BOOK YOUR FINANCIAL CONSULTATION
bottom of page
