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    Ms. Amy Goan, CFP®

    Contact

    Prism Financial Planning, LLC
    http://www.prismfinancialplanning.com

    18708 SE 45th St
    Issaquah, WA 98027-9734
    View on Map (425) 641-5717

    Have you avoided working with a financial planner because you're afraid they're just going to try to sell you something? Would you like to have a professional review your investments, or run retirement projections, just to make sure you're on track? Well, I created Prism Financial Planning, LLC just for you! 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. Because I only offer my expertise, and never sell any products, my clients know they're getting unbiased help with no conflicts of interest. Please email me at amy@prismfinancialplanning.com so we can get started!

    Year CFP® Certification Received: 2012
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: $0
    Languages: English
    Specialties: Asset Allocation, Education Planning, General Financial Planning, Investment Management, Retirement Planning, Young Professionals

    Typical Client Profile

    Average Net Worth: $1,000,001 - $5,000,000
    Average Income: Not Applicable
    Average Age: 45-54, 35-44, 25-34, 55-64, 75 or older
    Profession: Not Applicable

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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