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We offer Financial Planning and Investment Management services to people who value collaboration and strive to live authentically. By addressing both our clients' emotional needs and financial goals, our process remains structured while delivering a personal and compassionate experience.
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!
How We Do It
Step 1.
Introductory Call
This 15 - 30 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!
Step 2.
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 optimal for you.
Step 3.
Gather Information
Documents, as well as other qualitative and quantitative information, complete your current financial picture.
Step 4.
Present your
financial plan
You receive a personalized plan with specific recommendations and clear action steps aligned with your unique lifetime goals.
Step 5.
Develop your
Action Plan
Together, we'll prioritize next steps that will have the biggest impact on your long-term success. This is when we develop your personalized investment strategies.
Step 6.
Step 7.
Implement your strategies
We'll help you execute your top priorities at a pace that works for you. If appropriate, this is when we begin actively managing your investment portfolio.
Monitor/track
your progress
We track your financial journey as your goals evolve, supporting you every step of the way. Consider us both your guides and your biggest cheerleaders on the path to financial independence.
Step 8.
Update the Plan
As you achieve milestones and your life changes, we'll help you refine your goals and adjust your plan. We're prepared for the unexpected curve balls that life throws your way.
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