Amy Goan, MBA, CFP®
Email: amy@prismfinancialplanning.com
18708 SE 45th St., Issaquah, WA 98027
425-641-5717
Working With Clients Remotely
For anyone who finds themselves 5-10 years away from retirement, I'd have to recommend this book.
Its worksheets take you step-by-step through such topics as budgeting now and how much money you'll need in retirement. It also does a great job of explaining the incredibly complex issues of Social Security, Medicare, and the Affordable Care Act.
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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