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Plan Comparison

All plans include:

Educational Webinars

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*Unlimited email access to the team*

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Market & economic updates (live calls)

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Annual personal financial plan updates

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Updates if tax laws change

Monitoring of progress towards goals

Assistance with implementation of agreed-upon strategies 

Identification and quantification of specific short term, intermediate term and long term financial goals

Development of specific recommendations for strategies to achieve your goals

Cash flow review, included budgeting and savings strategies

Detailed review and analysis of your current financial situation

Young Professional

$350/Month Financial Planning Fee

  • Debt management and reduction strategies, including options for student loans

  • Ongoing access to financial planning portal for client-driven “what-if”

  • Evidence based financial behavior assessment and coaching 

  • Discretionary management of retirement and non-retirement accounts (held at Prism’s custodian) 

  • *Unlimited access to Prism Associate Advisor*

  • Account aggregation through Prism Client Portal 

  • Annual Financial Plan Review 

  • Tiered Investment Management Fee in addition to recurring monthly financial planning fee

  • Investment Management includes Quarterly Performance Reporting and Annual Portfolio Review

Core

$425/Month Financial Planning Fee

 

Everything in Young Professional PLUS:

  • Personal and portfolio risk assessment and mitigation strategies

  • Assessing retirement readiness and retirement income planning 

  • Assessing external risks and recommending mitigation strategies

  • Discussion of asset protection, tax reduction and legacy planning strategies

  • Unlimited access to Prism Team

  • Free consultation for family members

Comprehensive

All Inclusive, varies based on assets managed by Prism

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  • Detailed review and analysis of your current financial situation

  • Identification and quantification of specific short term, intermediate term and long-term financial goals

  • Development of specific recommendations for strategies to achieve your goals 

  • Assistance with implementation of agreed-upon strategies 

  • Monitoring of progress towards goals

  • Cash flow review, including budgeting and savings strategies

  • Debt management and reduction strategies, including options for student loans

  • Personal and portfolio risk assessment and mitigation strategies

  • Assessing retirement readiness and retirement income planning

  • Assessing external risks and recommending mitigation strategies

  • Discussion of asset protection, tax reduction and legacy planning strategies

  • Ongoing access to financial planning portal for client-driven “what-if”

  • Evidence based financial behavior assessment and coaching

  • Collaboration with insurance, mortgage and tax professionals

  • Discretionary management of retirement and non-retirement accounts (held at Prism’s custodian)

  • Account aggregation through Prism Client Portal

  • Unlimited access to Prism Team

  • Annual Financial Plan Review

  • Quarterly Performance Reporting

  • Annual Portfolio Review

  • Free consultation for family members

Enhanced

$575/Month Financial Planning Fee

Everything in Core PLUS:

  • Review of investments not managed by Prism, i.e. employer retirement accounts 

  • Review and monitoring for employer related benefits such as Stock Purchase Plans, RSUs and stock options 

  • Participation in meetings with tax and estate planning professionals 

  • Review and discussion of more sophisticated charitable giving strategies 

  • Meetings with extended family members, where appropriate 

  • Intergenerational wealth transfer strategies 

Flat Fee Financial Planning

$3000/One-Time Fee

  • Four to Six Month engagement

  • Detailed review and analysis of your current financial situation. 

  • Identification and quantification of specific short term, intermediate and long-term financial goals. ​ 

  • Development of specific recommendations for strategies to achieve your goals. 

  • Assistance with implementation of agreed-upon strategies monitoring of progress towards goals.

  • Monitoring of progress towards goals for term of engagement and as part of discounted annual financial plan update 

  • Cash flow review, including budgeting and savings strategies

  • Debt management and reduction strategies, including options for student loans

  • Personal and portfolio risk assessment and mitigation strategies

  • Assessing retirement readiness and retirement income planning

  • Assessing external risks and recommending mitigation strategies

  • Discussion of asset protection, tax reduction and legacy planning strategies

  • *Up to seven hours of direct engagement with Prism team members, including information gathering and delivery of final financial plan*

  • Access to financial planning portal for client-driven “what-if” for term of engagement

  • Discounted annual financial plan update

Additional Services

Available for an additional fee (*included in Enhanced*)

  • Review of investments not managed by Prism, i.e. employer retirement accounts

  • Review and monitoring for employer related benefits such as Stock Purchase Plans, RSUs and stock option