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Amy Goan, MBA, CFP®
18708 SE 45th St., Issaquah, WA 98027
Working With Clients Remotely

Tailored Advice

Prism Financial Planning doesn’t utilize a One Size Fits All/Cookie Cutter approach.

Everyone's situation is different. Unfortunately, too many advisors try to label their clients and give the same advice for all those clients that fall within the same category. They have to do this because their processes don't provide them the flexability to offer individualized plans.

I realize that you are unique. I will create a Financial Plan tailored specifically to your need, values, and situation. It includes a summary of the important topics we addressed, as well as my recommendations. Your investment plan is based on your risk tolerance and any investment restrictions you choose to place. Your retirement plan reflects your goals and objectives.

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