Prism Planning & Solutions Group | PPSG
Prism Planning & Solutions Group | PPSG

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.

Prism Planning & Solutions Group | PPSG

Our Services

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!

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Our Services

All Engagements Include:

Prism Planning & Solutions Group | PPSG

Educational Webinars

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Prism Planning & Solutions Group | PPSG

*Unlimited email access to the team*

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Prism Planning & Solutions Group | PPSG

Market & economic updates (live calls)

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Prism Planning & Solutions Group | PPSG

Annual personal financial plan updates

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Prism Planning & Solutions Group | PPSG

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

Core

Enhanced

Comprehensive

Flat Fee

Financial Planning

 
 

Your Investment

Comprehensive Wealth Management

Pay one all-inclusive fee for both financial planning and investment management based on the total assets under Prism’s management. 

Progressive Asset Level 
1st 500,000
Next 750,000
Next $1,000,000
Next $1,750,000
Next $3,000,000
Next $4,500,000
Next $4,500,000
Next $16,000,000
Annual Fee
1.35%
1.00%
0.75%
0.60%
0.50%
0.40%
0.35%
0.30%

Financial Planning + Investment Management

Young Professional $250/month
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Core $425/month
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Enhanced $575/month
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Annual Fees

1st $1 million

Next $4 million

$5 million +

Fees will be deducted monthly from your Investment Account(s)

0.70%

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0.50%

0.30%

Flat Fee
Financial Plan

One-time fee
$3,000

Fees may be paid in four monthly installments.  Fees may be paid by check or ACH.

Annual update $750 as long as plan update is completed once every twelve (12) months.

Engagements beyond what is listed may be charged on an hourly basis. Cost of additional services pricing calculated and determined annually based on complexity and estimated time required, based on hourly fee of $250 or hourly fee currently in effect at the time of the engagement.