A financial planner typically analyzes the six main areas of your financial life: cash flow, taxes, insurance, investments, estate planning, and retirement. All of these items are organized for you, and synched with other goals you might share, such as as funding a child’s college tuition, purchasing a second home or feasibility of an early retirement.
At Prism Planning Partners, we certainly help you come up with a way to reach your quantitative goals. But, going beyond the facts and figures, we serve as your financial life planners. In fact, our defined process helps you communicate your values and goals to us clearly and succinctly.