Broker Check

Let's Build it Together

Alignment of beliefs and core values is of critical importance to the success of a business, with respect to both its employees and its clientele; and our entire customer and staff hiring process is about identifying and clarifying this alignment. From our initial phone call to learn a little bit about you and what you’re trying to accomplish, to the first one hour meeting to understand where and how we can add value... we are constantly assessing if our personality and beliefs fit.

We believe that if it doesn’t work for us, it won’t work for you and vice versa.

Of course this alignment is only one part of a successful relationship; there also must be value creation for each party.  As a firm, we look for opportunities to enrich our customers’ lives through education, experience sharing and of course a return on the investment.

The goal of our planning process is to create a smooth and seamless experience for you with comprehensive planning as a focal point and to deliver value while creating peace of mind as an outcome. We use a project management system to maintain transparency and to help you feel more connected to both the process and the outcomes.

Prism Policy Statement

Would you like a clear path to your financial future? We'd like to build it with you.

To help our customers better align their money with their investment purpose, philosophy and process, we created a unique policy statement.   The “P4” as we call it is an institutional-quality investment policy statement developed for the individual investor.   If you are a “do it with me” investor interested in improving your investment due diligence and selection process,

SCHEDULE A CALL  and let's map it our together.