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    Ms. Amy Goan, CFP®


    Prism Financial Planning, LLC

    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 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, 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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