What Prism Can Do For You | Prism Financial Planning, LLC.

Let my 20 years of experience in the finance industry help you reach your financial goals.
— Amy Goan, Founder of Prism

Comprehensive Financial Plan

Estimated time: 12 to 17 hours

Comprehensive Financial Plan without Retirement Plan

Estimated time: 10 to 14 hours

Investment Plan

Estimated time: 8 to 12 hours

Retirement Plan

Estimated time: 3 to 5 hours

Investment Review

Estimated time: 2 to 4 hours

Financial Review

Estimated time: 3 to 5 hours

Financial Consulting

Estimated time: 2+ hours (it’s up to you!)

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