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Rachel S
Series 65
Issaquah, WA
Prism Financial Planning, LLC
Rachel Sehayek is a financial advisor at Prism Financial Planning, LLC in Issaquah, WA. She holds a Series 65 designation and began her advisory career in 2024. Prior to joining Prism, she worked at Beacon Hill Staffing Group, Washington State University, and the Issaquah School District. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics including retirement planning, college savings, and tax efficiency. The firm emphasizes client needs and risk tolerance to recommend asset allocations and investment options, typically favoring no-load mutual funds and index-based ETFs, and operates on a fee-only basis without managing client assets directly.
Amy G
CFP®, Series 63
Issaquah, WA
Prism Financial Planning, LLC
Amy Goan is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Prism Financial Planning, LLC since 2013. Prior to that, she worked at Ramsey & Associates Inc for four years. Prism Financial Planning, LLC provides fee-only financial planning to individuals, couples, and families, focusing on written financial plans and advice across retirement, tax-efficiency, estate review, insurance, college savings, and cash-flow. The firm delivers planning on an hourly basis, emphasizes asset allocation and diversification, and does not offer portfolio management or discretionary authority.
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