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.