Amy Goan, MBA, CFP®
Email: amy@prismfinancialplanning.com
18708 SE 45th St., Issaquah, WA 98027
425-641-5717
Working With Clients Remotely
This is my go-to book for anyone who wants to take charge of their finances. It's straight-forward, easy to read, and very upbeat. Although I don't share the authors' low opinion of all financial advisors (some of us are okay!), I very much agree with their strategies for taking control of your personal finances.
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.
Copyright © 2024 Prism Financial Planning, LLC. All rights reserved.
