I use the latest technology to make our “virtual” relationship work for you.

Welcome to Prism Financial Planning, LLC!

You may be a DIY Investor, but you occasionally need help from an expert you can trust.

I founded Prism Financial Planning, LLC in 2013 as a resource where people with varying degrees of financial knowledge can come for unbiased advice.

Whether you have no idea what a mutual fund really is or you have been trading stocks for years and have successfully managed your own investments, Prism can help you.

Prism Financial Planning, LLC, is located in Issaquah, WA, where I offer comprehensive financial advice to my clients on an hourly basis. My clients only pay for the financial advice they need, and nothing more. As a fiduciary I only offer my expertise, and never sell any products. Therefore, my clients know they're getting unbiased help with no conflicts of interest.

Peace of Mind

01. About Us

Prism was created to offer fiduciary financial planning services. I don’t sell anything but my knowledge and experience and only get paid based on my hourly rate.

02. Our Philosophy

There are many moving parts to a person’s finances. My goal is always to simplify wherever possible, but not at the expense of performance.

03. Our Process

Some clients hire me on a “project” basis, while I have an ongoing relationship with others. For all clients, however, we’re players on the same team with the goal of structuring their finances that is in their best interest.

Amy’s Story

What Prism Can Do For You

Schedule a free 30-minute phone consultation to discuss how Prism might help you!

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Blogs

Socially Responsible Investing is often shortened to “SRI” or more recently “ESG”. The “E” in ESG stands for Environment, the “S” stands for Social, and the “G” stands for Governance. SRI refers to using your investments to encourage behavior that is generally better for society in the long-run. This is done by only investing in companies that are good to their employees, are responsive and transparent to shareholders, doesn’t harm the environment, and doesn’t encourage...
Amy Goan |
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I'm always on the lookout for resources that help me advise my clients, or that clients can use to help themselves. I recently came across this interesting search tool from MarketWatch that helps you figure out the best place to retire, based on your priorities. Whether having a top-rated cancer hospital nearby is important to you or having access to recreational marijuana, this search tool will show you the best locations in the US to...
Amy Goan |
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We all love Roth IRAs. What’s not to love? Instead of putting excess income into a brokerage account that has its dividends and income taxed each year, as well as being subject to capital gains tax when you sell, you put your money into a Roth IRA where you’ll never pay taxes of any kind. Did I mention that you will never pay taxes on the account? Also, unlike a regular IRA, it’s not subject...