5 simple ways YOU can show gratitude this week! 1. Send a Handwritten Note: Take a moment to write a heartfelt note to someone who has impacted your life this year. A few thoughtful words can go a long way. 2. Support a Local Cause: Volunteer your time or donate to a local charity, food bank, or community program. Sharing your time and resources can make a meaningful difference. 3. Express Appreciation in Person: Take the opportunity to thank family, friends, or coworkers face-to-face. A sincere “thank you” with eye contact can be incredibly powerful. 4.?Share the Love Online: Post about the people or moments you’re grateful for. A quick shout-out on social media can brighten someone’s day. 5.?Practice Daily Gratitude: Each day this week, write down three things you’re grateful for. Focusing on the positive may shift your mindset and spread joy to those around you. Let’s make gratitude the centerpiece of our celebrations! ?? What are you most thankful for this year? #Gratitude
Prism Financial Concepts
金融服务
Scottsdale,AZ 115 位关注者
We are the financial team that empowers you.
关于我们
We are the financial team that empowers you. As a planning-focused firm, Prism Financial Concepts provides a suite of integrated technology solutions to help you improve the speed and accuracy of your financial decision-making. We are helping entrepreneurs and investors use financial services differently by changing the way we deliver those services. We empower our investors to make the best use of capital, providing unbiased and objective perspective as we do not accept commissions or incentive fees. Our flat fee billing solution is designed to fit your needs while maintaining fee alignment with the level of services we provide to you. Our investment advisors and industry-specific consultants have expertise in a wide array of investments, business, and planning services and strategies and are inspired to share that knowledge with you, one-on-one or through our group educational talks. We are driven to impact our community by improving financial literacy and strive to support charities and organizations who share this philosophy. Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor.
- 网站
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https://www.prismfc.com/
Prism Financial Concepts的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Scottsdale,AZ
- 类型
- 私人持股
- 创立
- 2011
- 领域
- Flat Fee Advisement、Tax Planning、Impact Investing、Estate Planning、Entrepreneurship、Small Business Owners、Alternative Investments、Asset allocation和Outsource CFO
地点
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主要
5020 E Shea Blvd
Suite 240
US,AZ,Scottsdale,85254
Prism Financial Concepts员工
动态
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According to a survey by Talker Research, Americans are more likely to regret the things they didn’t do rather than the things they have done.
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In addition to handling your financial wealth, consider ways to manage your non-financial assets: health, knowledge, time and relationships.
Wealth Is More Than Just Your Money: How to Manage It All
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Here are the biggest travel mistakes people make. Whether it's forgetting travel insurance or paying unnecessary luggage fees, here's how you could avoid them.
Six Travel Mistakes to Avoid
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Who else is still in awe of Playbook 2024? Trainual
Playbook 2024 was an absolute gem in this year! Jam-packed with so many golden nuggets of process ideas from the Trainual team & other users. It’s like mind-melding with a couple hundred of your new besties. The new Phoenix Mercury training facility is jaw-dropping inspiration (& I don’t even play ??) and frankly a stunning use of space in #DTPHX! Thank you for sharing your home with us. Trainual team- you spoiled us with fun, invigorating content, perfect site location, and Thursday breakfast was a Foodie’s Dream! Can’t wait for next year! #trusttheprocess #document #delegate #trainual
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Are you hosting Thanksgiving this year? A feast grand enough for everyone to enjoy does not need to strain your wallet. Here is advice for making the meal cost $100 or less.?
The $100 Thanksgiving: Your Guide to a Fantastic, Fiscally Smart Feast
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Building generational wealth means looking at smart financial strategies and a commitment to long-term growth.?
Building Generational Wealth Without A Trust Fund
social-www.forbes.com
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Do you have one of the worst credit cards? This article may help you find out.?
The Worst Credit Cards: Is One in Your Wallet?
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Don't let high prices keep you from going on a trip. Use these budgeting tips to plan a vacation even when prices are high.
How to Budget for a Vacation When Prices Keep Rising
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