Amy Goan (CFP®, MBA)
Amy Goan focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
You have better uses of your time than worrying about your finances. Let me help by:
-reviewing your investments and making recommendations to make your portfolio more diversified and tax-efficient, with (usually) lower expenses
-running the numbers to find out if you're on track to meet your retirement goals.
Additional Information
I founded Prism Financial Planning, LLC in 2013 as a resource where people with varying degrees of financial knowledge can come for unbiased advice. 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.
NAPFA Start Date
July 29, 2014
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