Amy Goan
Prism Financial Planning, LLC · Issaquah, Washington
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in WA · CRD 1780084 |
| Exams passed | Series 63 (1988) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | prismfinancialplanning.com |
| Profile |
How Amy's firm compares
- The hourly rate is $400, above the Washington median of $300 for fee-only firms that publish prices.
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Questions about Amy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Prism Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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