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Young Professional
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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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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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Discretionary management of retirement and non-retirement accounts (held at Prism's custodian)
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*Unlimited access to Prism Associate Advisor*
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Account aggregation through Prism Client Portal
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Annual Financial Plan Review
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Tiered Investment Management Fee in addition to recurring monthly financial planning fee
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Investment Management includes Quarterly Performance Reporting and Annual Portfolio Review
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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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