Prism Planning Partners

Prism Planning Partners


Financial Planning

About Us

Most of the time, when people think of “financial planning,” budgeting, projections, and calculations come to mind. We are a fan of those things at Prism Planning Partners. However, when it comes to a personal financial plan, numbers are only part of the equation.

At Prism Planning Partners, we’re careful not to leave out the most important part of the equation: who you are as a person, what your family values, and how you’d like to enjoy spending your time on this earth.

It’s our job help you use your wealth to achieve your retirement goals.

We serve individuals, family, and business owners at every stage of life, whether you are at or nearing retirement, starting to build your wealth, or somewhere in between.

We take the time to get to know you and your family. Before we can take any action with your personal finances, we need to have a clear understanding of what’s most important to you in life. And if you don’t know yet, we’ll help you figure it out. We align your money with your life.

Prism Planning Partners, LLC, dba Prism Planning Partners is a registered investment adviser in the State of Illinois.


Prism Planning Partners: Dan Peters, Nicole Sullivan and Ron Bernstein
Prism Planning Partners: Ron Bernstein, Nicole Sullivan and Dan Peters
Ron Bernstein, CFP®, CIMA®  Co-Founder & Managing Member
Nicole Sullivan, CFP®  Co-Founder & Director Of Financial Planning
Dan Peters, CFP®  Director Of Operations & Financial Planner