BOOK YOUR INTRODUCTORY CALL

Flat Fee Financial Planning

• ​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