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


Financial Advice for the 30-Something

Last year I wrote a blog post called “Financial Advice for the 20-Something.” I thought it time to follow-up with a post for all you “30-Somethings” out there.

Springtime Reading Recommendation: All Your Worth-The Ultimate Lifetime Money Plan by Elizabeth Warren and Amelia Warren Tyagi

Have you ever been in the middle of a good book and kept thinking, "Oh, so-and-so should read this."? Well, that repeatedly happened to me while reading All Your Worth-The Ultimate Lifetime Money Plan by Elizabeth Warren and Amelia Warren Tyagi. This mother/daughter team (yes, it's that Elizabeth Warren) wrote this book back in 2005.

3 Steps Toward a Smoother Tax Season!

If you're like me, over the last few weeks you've been receiving in both your mail box and your email inbox various documentation necessary to file your taxes. But what do you do with them? Do you throw them on top of the ever-growing stack of mail on your kitchen counter?

How 5 Minutes of Your Time Can Help You Get a Better Night's Sleep


It's not many things we can do that take only 5 minutes of our time yet can help us sleep better at night like checking our credit score. We all know it's something we're supposed to do once a year.

Financial Advice for the "20-Something"

My beautiful niece, Liz, recently called to let me know that she and her long-time beau, Dan, have become engaged. After the congratulations and mazel tovs were said and I hung up the phone I began thinking. Now, anyone who knows these two even superficially knows that you’d be hard pressed to find a more intelligent, yet down to earth couple.

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