Prism Financial Planning, LLC
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About
Prism Financial Planning, LLC provides fee-only financial planning to individuals, couples, and families who want a written financial plan and advice on topics such as retirement, tax-efficiency, estate review, insurance, college savings, and cash-flow. The firm delivers planning on an hourly basis and does not implement recommendations directly, instead relying on clients or outside professionals to carry out transactions and follow-up steps.
The firm’s advice is built from a fact-finding process that identifies clients’ goals and risk tolerance, with recommended asset allocations and selection of no-load mutual funds and index-based ETFs as appropriate. It emphasizes asset allocation and diversification over market timing and uses published resources and performance comparisons to evaluate investments for client portfolios.
Compared with many supported peers, the firm is structured as a solo-owned, fee-only hourly planner and does not offer portfolio management services, percentage-of-assets (AUM) fee arrangements, discretionary authority, or custody of client assets. The lead planner is a CFP® professional with prior institutional portfolio management experience, and the practice focuses on non–high-net-worth individuals without minimum net worth requirements.
Client services
Expertise
Fee options
$400 per hour
Fee-only: Flat hourly fee of $400 per hour for financial planning services including initial meeting, plan creation, final meeting and agreed follow-up work.
Main office
Issaquah WA
Advisors at this office
2
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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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