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

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Financial Review without Investment Plan

Perhaps you are satisfied with your own ability to handle your investments, or possibly you already pay someone to manage your investments. You feel confident that your investments are being handled well, but you’re less sure about the rest of your financial situation. A financial review may be just what you need!

A Financial Review without an Investment Plan is basically a Comprehensive Financial Plan, without the investment component.  

Estimated time: 5 to 8 hours

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