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Welcome to Prism Financial Planning, LLC!

You may be a DIY Investor, but you occasionally need help from an expert you can trust.

Amy Goan founded Prism Financial Planning, LLC in 2013 as a resource where people with varying degrees of financial knowledge can come for unbiased advice.

Whether you have no idea what a mutual fund really is or you have been trading stocks for years and have successfully managed your own investments, Prism can help you.

Prism Financial Planning, LLC, works fully remote, where we offer comprehensive financial advice to clients on an hourly basis. Our clients only pay for the financial advice they need, and nothing more. As a fiduciary we only offer our expertise, and never sell any products. Therefore, our clients know they're getting unbiased help with no conflicts of interest.

Peace of Mind

01. About Us

Prism was created to offer fiduciary financial planning services. We don’t sell anything but our knowledge and experience and only get paid based on an hourly rate.

02. Our Philosophy

There are many moving parts to a person’s finances. Our goal is always to simplify wherever possible, but not at the expense of performance.

03. Our Process

Some clients hire us on a “project” basis, while we have an ongoing relationship with others. For all clients, however, we’re players on the same team with the goal of structuring their finances that is in their best interest.

Amy’s Story

Certified Financial Planner
NAPFA-Registered Financial Advisor
Fee Only Network

What Prism Can Do For You

Schedule a free 30-minute phone consultation to discuss how Prism might help you!

Schedule a Free Call

Blogs

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How To Help Protect Your Identity In 3 (Relatively) Easy Steps

Amy Goan |
Categories
Budgeting/Credit
With the rise in security breaches, protecting your credit from identity theft is more essential than ever. Readers of this blog know that I use CreditKarma to monitor my credit scores for free. However, in 2017 I decided it was time to up my defensive game and place a security freeze on accounts with the three credit reporting companies. A security freeze is a step I took to prevent credit, loans, and services from being...

Where’s the Best Place to Park My Cash as the Fed Raises Rates?

Amy Goan |
Categories
Investing
For years when clients asked me where they should leave their cash (possibly for their Emergency Fund or upcoming expenses) the answer was always the same: Leave it wherever it’s the most convenient for you because with the Federal Reserve targeting a 0% Fed Funds rate no one will pay you for your cash. But since March 2022 the Fed has gone from a Fed Funds target of 0.00% to 0.25% to a target of...
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Donor Advised Funds: A Win-Win All Around!

Amy Goan |
Categories
Investing
Taxes
Do you regularly donate to organizations such as a religious institution, alma mater, or a 501(c)(3) charity? Good for you! Do you own investments with low cost basis that you'd like to sell but don't want to pay the capital gains tax that will result? Even better! A Donor Advised Fund may be the perfect vehicle for you! A Donor Advised Fund (DAF) can be set up with most major brokerages. You make a tax-deductible...