Prism Planning Partners, LLC
Prism Planning Partners is a team of fiduciary, fee-only financial planners based in Libertyville, IL (and virtually!)) We serve business owners, ambitious professionals, busy families, and entrepreneurial spirits.
Our collaborative team approach focuses on understanding your individual goals, values, and priorities to shape a strategy that fits your life. Whether you need help planning for retirement, navigating big life changes, or just need someone else to take the reins so you can focus on your passions, we are here to meet your evolving needs.
Our team consists of three CERTIFIED FINANCIAL PLANNER™ Professionals. We have been working together as an ensemble team for over a decade. With a blend of extensive experience, rigorous education, and a dedication to ethical standards, we are here to guide you along your financial journey.
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