Prism Financial Planning, LLC

Prism Financial Planning, LLC helps answer some of the questions you may have: Am I saving enough for retirement? Did I make the correct investment choices for my 401k? Can I afford to send my kids to college? Am I properly insured to protect myself and my family from the unexpected?

 

I believe that investing in a well-diversified portfolio of low-cost mutual funds and ETFs is the best way to reach your financial goals. Since my crystal ball has always been a bit cloudy, I don't believe in trying to time the market. 

 

At Prism I offer comprehensive financial advice on an hourly basis. My clients only pay for the advice they need, and nothing more. As a fiduciary I only offer my expertise, and never sell any products. Therefore, my clients know they're getting unbiased advice with no conflicts of interest.

 

Comprehensive financial plans generally cost between $3,000 and $6,000, depending on the complexity of the client's situation. However, since I get paid by the hour you'll never pay more than what you need and want.

 

I look forward to getting started on your plan!

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Advisors at this Office

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This Office

18708 SE 45th St Issaquah, WA 98027-9734 Phone: (425) 641-5717

Primary Office

18708 SE 45th St Issaquah, WA 98027-9734 Phone: (425) 641-5717