# Amy Goan

> Amy Goan is a fee-only financial advisor at Prism Financial Planning, LLC in Issaquah, Washington, who holds the CFP and MBA credentials. Amy charges hourly fees and a one-time planning fee ($400 an hour) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/amy-goan/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Prism Financial Planning, LLC
- **Based in:** Issaquah, Washington
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** $400 an hour
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning
- **CRD:** 1780084 (https://adviserinfo.sec.gov/individual/summary/1780084)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1988)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://prismfinancialplanning.com

## Frequently asked questions

### Is Amy Goan a fee-only financial advisor?

Yes. Amy Goan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Amy's firm.

### How does Amy charge for financial advice?

Amy charges hourly fees and a one-time planning fee.

### How much does Amy charge?

According to Prism Financial Planning, LLC's website, checked October 28, 2026: $400 an hour.

### Does Amy work with clients virtually?

Yes. Prism Financial Planning, LLC says on its website that it works with clients remotely.

### Where is Amy Goan based?

Amy Goan is based in Issaquah, Washington.

### What does Amy specialize in?

Amy's specialties include retirement planning.

### What credentials does Amy Goan hold?

Amy Goan holds the CFP and MBA credentials.

### Is Amy Goan registered with the SEC?

Yes. Amy Goan is registered as an investment adviser representative in WA (CRD 1780084), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Amy Goan?

Through Amy's website, prismfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4183): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.prismfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.