Amy Goan, MBA, CFP®
Email: amy@prismfinancialplanning.com
18708 SE 45th St., Issaquah, WA 98027
425-641-5717
Working With Clients Remotely
I just listened to "The Investment Answer" by Daniel C. Goldie and Gordon S. Murray, which was recommended by a client. (Thanks, Mike!) I believe their views on how people should approach long-term investing are right on the money. (Pardon the pun!) You can read this book in one sitting, or listen to it in its entirety in just 45 minutes.
Prism Financial Planning, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve the rendering of personalized investment advice for compensation will not be made without registration or exemption.
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