Prism Financial Planning

At Prism Financial Planning, we believe everyone deserves access to reliable and unbiased financial guidance. Founded in 2013 by experienced financial advisor Amy Goan, our firm has empowered individuals in Issaquah, Washington, and beyond to take control of their financial destinies.

Our Mission

Our mission is to provide comprehensive and personalized financial planning that caters to individual needs and goals. We prioritize open communication, transparency, and a collaborative approach to empower our clients to make informed financial decisions.

1. Comprehensive Financial Planning

This in-depth analysis examines your entire financial life, encompassing your income, investments, debts, and retirement plans. We'll work together to create a customized plan to manage your finances, achieve your financial goals, and plan for the future.

2. Comprehensive Financial Plan without Retirement Plan

This tailored plan focuses on optimizing your investments, budgeting, and debt management strategies. This is ideal for individuals who have already established their retirement plans and need guidance on managing the rest of their financial life.

3. Investment Plan

This service helps you create a diversified portfolio that aligns with your individual risk tolerance, financial goals, and investment horizon.

4. Investment Review

We help you assess the performance of your current investments and make necessary adjustments to optimize your portfolio.

5. Financial Review

This assessment reviews your current financial situation, goals, and progress since your last plan. We'll collaborate with you to make any necessary adjustments to your plan.

Our Approach

Our collaborative approach places you at the center of the process. We take the time to understand your unique situation, goals, and concerns. We'll work with you to:

• Identify and prioritize your financial goals
• Develop a customized plan to achieve those goals
• Implement and monitor your plan
• Make adjustments as needed

Join Us on Your Financial Journey

Whether you need guidance on creating a budget, investing for retirement, or planning for your future, Prism Financial Planning is here to help. Schedule a complimentary 30-minute phone consultation to discuss how we can best support you on your financial journey.