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Comprehensive
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Detailed review and analysis of your current financial situation.
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Identification and quantification of specific short term, intermediate and long-term financial goals. ​
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Development of specific recommendations for strategies to achieve your goals.
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Assistance with implementation of agreed-upon strategies monitoring of progress towards goals.
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Monitoring of progress towards goals
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Cash flow review, including budgeting and savings strategies
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Debt management and reduction strategies, including options for student loans
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Personal and portfolio risk assessment and mitigation strategies
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Assessing retirement readiness and retirement income planning
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Assessing external risks and recommending mitigation strategies
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Discussion of asset protection, tax reduction and legacy planning strategies
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Ongoing access to financial planning portal for client-driven “what-if”
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Evidence based financial behavior assessment and coaching
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Collaboration with insurance, mortgage and tax professionals
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Discretionary management of retirement and non-retirement accounts (held at Prism’s custodian)
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Account aggregation through Prism Client Portal
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Unlimited access to Prism Team
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Annual Financial Plan Review
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Quarterly Performance Reporting
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Annual Portfolio Review
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Free consultation for family members
Services Available
*additional fee*
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Review of investments not managed by Prism, i.e. employer retirement accounts
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Review and monitoring for employer related benefits such as Stock Purchase Plans, RSUs and stock options
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