Amy Goan

CFP®, MBA

Prism Financial Planning, LLC

Financial Advisor

Amy Goan

CFP®, MBA

Prism Financial Planning, LLC

Financial Advisor

As a fiduciary and fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Amy Goan, CFP®, MBA

(425) 641-5717

Hourly, Fee-Only Financial Planner serving the Issaquah, WA area.

Amy Goan is a Issaquah, WA fee-only financial planner. Prism Financial Planning, LLC provides comprehensive and objective financial planning, retirement planning, and investment planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Amy Goan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Amy Goan 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!

Work Experience:

2013-present  
Prism Financial Planning, LLC, Issaquah, WA

2009-2013
Financial Planner at Ramsey & Associates, Seattle, WA

1999-2009
Stay-at-Home Mom to three wonderful children, Issaquah, WA

1995-1999
VP, Sr. Portfolio Manager at American Century Investments, Mountain View, CA

1991-1995
Fixed Income Portfolio Manager at Benham Capital Mgmt, Mountain View, CA

1989-1991
Portfolio Assistant at Benham Capital Mgmt, Mountain View, CA

1987-1989
Customer Service Representative at Benham Capital Mgmt, Mountain View, CA
 

Education:

2008
Certified Financial Planning Program-Kaplan University, online

1991
MBA, Business Administration, Finance-Cal State University, Hayward

1985
B.A., Business Administration, Economics-Cal State University, Hayward

Amy Goan is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • "A La Carte" Financial Consulting
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • DIY Investors
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Amy Goan is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Amy Goan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Amy Goan

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Office Locations:

  • 18708 SE 45th Street
    Issaquah, WA 98027

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