A complete list of active advisors currently associated with Prism Financial Planning, LLC

Warmer can help you find a great advisor at Prism Financial Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Prism Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Amy Goan	Issaquah, WA	15
Rachel Sehayek	Issaquah, WA	0

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