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Amy Goan, MBA, CFP®
Email: amy@prismfinancialplanning.com
18708 SE 45th St., Issaquah, WA 98027
425-641-5717

Financial Consulting

Sometimes, all you really need is an hour or two spent picking the brain of someone you can trust to give you unbiased advice, and who has the education and experience to point you in the right direction.

Financial Consulting is for those people who may just be starting out and want guidance on some of the financial decision making that comes with adulthood, or someone who’s been around for a while, but wants to discuss a specific issue that’s beyond their ability to research on their own.

Often, I’ll ask you to send me relevant documents, along with authorization to work up to one hour before our meeting. We may end up meeting for 30 minutes, or up to 2 hours…it’s all up to you! While you are the captain of the ship when it comes to what we discuss, I’ll let you know if I feel there’s something else you should consider.

Estimated time:  1+ hours (it’s up to you!)

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