Welcome to Prism Financial Planning, LLC!
You may be a DIY Investor, but you occasionally need help from an expert you can trust.
I founded Prism Financial Planning, LLC in 2013 as a resource where people with varying degrees of financial knowledge can come for unbiased advice.
Whether you have no idea what a mutual fund really is or you have been trading stocks for years and have successfully managed your own investments, Prism can help you.
Prism Financial Planning, LLC, is located in Issaquah, WA, where I offer comprehensive financial advice to my clients on an hourly basis. My clients only pay for the financial 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 help with no conflicts of interest.
30 Minute Free Phone Consultation