Amy Goan| CFP®, MBA
Prism Financial Planning, LLC
- Retirement Planning
- Education Planning
- Middle Income Client Needs
- Investment Consulting
- Unbiased Advice
- Tax-Efficient Portfolios
- Investment Planning
Issaquah, WA 98027
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Amy Goan is an Issaquah, WA Fee-Only Financial Planner serving Issaquah and all surrounding areas, including Seattle. Prism Financial Planning, LLC specializes in providing unbiased financial planning to anyone who wants to make sure they're on track to meet their goals, as well as a plan of action to reach those goals if necessary. Amy Goan is a fiduciary, NAPFA-Registered Financial Advisor, a CFP Professional.
Amy has been working in the financial industry for over 25 years (although she took a break to stay home and take care of her young children). She has loved studying the markets since she took her first undergraduate class in economics. She continued her studies a few years later when she earned an MBA in Finance. Her MBA was required when she set a goal of becoming a mutual fund portfolio manager, which she was for almost ten years.
Amy's studies continued after her children started school when she began the rigorous process of becoming a Certified Financial Planner™. Six college-level courses, one two-day exam, and 3 years of work experience later Amy earned the right to call herself a CFP®.
Amy finds helping her clients unravel and clarify the financial possibilities open to them to be the most satisfying and important job she's ever had. Contact her today to see how she can help you!
Prism Financial Planning, LLC, Issaquah, WA
Financial Planner at Ramsey & Associates, Seattle, WA
Stay-at-Home Mom to three wonderful children, Issaquah, WA
VP, Sr. Portfolio Manager at American Century Investments, Mountain View, CA
Fixed Income Portfolio Manager at Benham Capital Mgmt, Mountain View, CA
Portfolio Assistant at Benham Capital Mgmt, Mountain View, CA
Customer Service Representative at Benham Capital Mgmt, Mountain View, CA
Certified Financial Planning Program-Kaplan University, online
MBA, Business Administration, Finance-Cal State University, Hayward
B.A., Business Administration, Economics-Cal State University, Hayward
My goal in creating Prism was to build a financial planning business where I would send my family and friends, if they were in need of financial guidance. I would want them to work with someone knowledgeable about investments, as well as all other aspects of financial planning. I would also insist they work with a fiduciary, to ensure their best interests are always protected.
As a CFP® and fiduciary who gets paid 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.