Amy Goan focuses in the
following client markets or areas of practice:
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
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
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