Susan (47) and Tom (49) have steady incomes, retirement accounts, college savings, and a mortgage. While they feel generally on track, they want reassurance that their day-to-day financial decisions are aligned with their goals.
They are not looking for a full financial plan. Instead, they want a focused review of their spending and savings strategy, debt repayment priorities, and tax opportunities. They also want to confirm they have appropriate insurance coverage and understand how their investments may eventually be used in retirement.
A Financial Review allows Prism to assess these areas and provides actionable guidance without creating a step-by-step plan. By the end of the review, Susan and Tom gain clarity, confidence, and practical next steps to improve their financial outlook.