Prism Wealth Planning Ltd. is an independent, fee-only fiduciary financial planning and investment management firm based in Chicago, Illinois. Led by CFP® professional Joaquin Rodgers, the firm aims to make clear, objective financial guidance accessible regardless of income or investable assets. It does not require minimum assets and says it receives no commissions, referral fees, or kickbacks; its fees are disclosed upfront.

Prism offers comprehensive and project-based financial planning, ongoing advice, and investment management. Its services include retirement projections and distribution strategies, 401(k) and pension analysis, cash-flow reviews, insurance and estate-plan assessments, and investment strategy and account supervision. The firm also helps clients consider employee benefits, stock options, savings priorities, and financial goals at different stages of life.

Prism works with young and established professionals, families, underrepresented communities, and first responders, tailoring recommendations to each client’s circumstances. Engagements can be virtual, ongoing, or as-needed. The firm emphasizes education, financial literacy, collaboration, and a holistic approach, with recommendations intended to put clients’ interests and goals first.