Amy Goan
    FiduciaryCFP

    Amy Goan

    Financial Advisor

    Prism Financial Planning, LLC
    Issaquah, Washington38 years experienceNo minimum minimum

    About Amy

    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.

    Credentials & background

    Designations

    CFP

    Licenses

    Series 63Series 2Series 6

    Clients served

    Middle Income

    Registered in

    Washington

    The firm

    Prism Financial Planning, LLC18708 SE 45th St, Issaquah, WA 98027