Prism Financial Planning, LLC

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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

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

Industry Start Date

February 01, 2009

Prism Financial Planning, LLC

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This Office

18708 SE 45th St Issaquah, WA 98027-9734 Phone: (425) 641-5717