Updated:
PRISM FINANCIAL PLANNING, LLC
Prism Financial Planning, LLC works fully remote and offers comprehensive financial advice to clients on an hourly basis. As a fiduciary the firm only offers...
Overview
Prism Financial Planning, LLC works fully remote and offers comprehensive financial advice to clients on an hourly basis. As a fiduciary the firm only offers its expertise and never sells products, so clients pay only for the advice they need with no conflicts of interest. Amy Goan founded the firm in 2013 as a resource for unbiased advice for people with varying degrees of financial knowledge.
General information
Firm type
RIA
Year founded
2013
Principals
Amy Goan
MBA, CFP®, Senior Financial Planner
Rachel Sehayek
Associate Financial Planner
Amy Goan MBA
CFP®, Senior Financial Planner
Rachel Sehayek
Associate Financial Planner
Frequently asked questions
Who runs investment decisions at PRISM FINANCIAL PLANNING, LLC?
Public sources do not list any named executives or investment professionals at PRISM FINANCIAL PLANNING, LLC. The firm's leadership remains undisclosed. Without further disclosure, it is not possible to identify who controls investment decisions.
What investment stages does PRISM FINANCIAL PLANNING, LLC typically target?
No public information specifies the investment stages targeted by PRISM FINANCIAL PLANNING, LLC. The firm's investment strategy is not disclosed. Without additional data, its stage focus is unknown.
Which sectors does PRISM FINANCIAL PLANNING, LLC explicitly avoid?
PRISM FINANCIAL PLANNING, LLC has not publicly stated any excluded sectors. Its investment preferences are not documented. There is no available information on sectors it avoids.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research PRISM FINANCIAL PLANNING, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.