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Amy Goan, MBA, CFP®
18708 SE 45th St., Issaquah, WA 98027
Working With Clients Remotely

Financial Planning

"All Your Worth-The Ultimate Lifetime Money Plan" by Elizabeth Warren and Amelia Warren Tyagi

This is my go-to book for anyone who wants to take charge of their finances. It's straight-forward, easy to read, and very upbeat. Although I don't share the authors' low opinion of all financial advisors (some of us are okay!), I very much agree with their strategies for taking control of your personal finances.


How Much Value Does a Financial Planner Add?

Hiring a financial planner can be expensive. I get it. Any conscientious person must ask themself—Is hiring a planner worth the cost?

Will We Ever Get a Fiduciary Standard For All?

What standard would you prefer apply to the person giving you financial advice?

What Beauty Makeovers and Financial Planning Have in Common

I know what you’re thinking: Makeovers and financial planning? Really, Amy?

Stay with me on this.

This morning I received a text from my friend, Rachelle. She said she wants to get a beauty makeover (she has her wedding coming up, after all!) and this time she wants to pay for it. Am I in?

The Fiduciary Standard: Why do we have to make things so complicated?!

I'm feeling a bit queasy right now.

I Need Help With My Finances...Now What?

You’ve cleaned your gutters, reorganized the linen closet, and finally stored all your digital pictures in one place. Congratulations! Next on your list of “Things I Really Don’t Want To Do, But Know I Should” is: GET FINANCIAL HOUSE IN ORDER.

A Salesman in Sheep’s Clothing: How to tell if your broker is looking out for your best interest

Imagine this: Your “financial advisor” that has managed your money for years gives you a call. “Sue”, he says, “small-caps are up this year and I think they’re going to continue to go up. I want to sell some of your bonds, which will continue to go down as interest rates start to rise and put that money to work in small-caps. Ok?

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