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Focusing on our clients' emotional needs as well as their financial goals and aspirations allows our process to remain structured while ensuring a personal and compassionate experience. We offer Financial Planning, Investment Management, and Comprehensive Wealth Management to people who value collaboration and strive to live authentically.
Our Process
The Prism Promise
You deserve a team that is committed to you feeling well taken care of, informed, and secure. Pursue your dreams and passions - We've Got Your Back!
what we do
What We Do
Financial
Planning
We can help you answer one question, or develop, implement, and monitor your long-term financial plan.
Fees are flat rate, based on the complexity of your situation. They may be paid by ACH, including from an investment management account.
Financial
Planning
Investment Management
Investment
Management
These are the investments we manage for you.
Fees are a percentage of the value of your account and decline as your account grows in value. They are deducted monthly from your account.
Comprehensive Wealth
Management
We provide both a
comprehensive financial plan and discretionary investment management for one all-inclusive fee.
Fees are a percentage of the value of your account and decline as your account grows. Fees are deducted monthly from your account.
Comprehensive
Wealth
Management
How we do it
How We Do It
Establish Goals
We agree on goals for our engagement, and learn more about your financial goals and aspirations. A deeper understanding of your priorities helps us suggest solutions that are ideal for you.
Introductory Call
This 15-minute call is to discuss and explore your unique needs and is the perfect opportunity to make sure we are a good fit for each other!
Gather Information
Documents, as well as other qualitative and quantitative information, complete your current financial picture.
Step
1.
Step
2.
Step
3.
1.
2.
Present your
financial plan
A time for us to deliver your unique plan filled with our recommendations, implementation advice, and actions to suit your specific lifetime goals.
Step
4.
Step
5.
Develop your
Action Plan
We will work with you to prioritize the next steps that will have the most significant impact on your long-term success. At this point we will also develop your investment strategies.
Step
6.
Step
7.
Implement your strategies
We will work with you to execute on your top priorities, checking in with you at a pace you decide. If appropriate, this is where we will begin managing investments.
Monitor/track
your progress
As time goes on and your goals evolve, we will be with you every step of the way. We will support your choices and be your biggest cheerleaders.
6.
Step
8.
Update the Plan
As you check things off your list we will help you update your goals and your plan every year, adjusting to the curve balls we know life will have in store for you.
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