# PRISM FINANCIAL PLANNING, LLC

PRISM FINANCIAL PLANNING, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** https://prismfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/amy-goan

## Regulatory record

- **CRD number:** 168530
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168530

## About

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.

## People

- Amy Goan — MBA, CFP®, Senior Financial Planner
- Rachel Sehayek — Associate Financial Planner
- Amy Goan MBA — CFP®, Senior Financial Planner
- Rachel Sehayek — Associate Financial Planner

## 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.

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Last updated: 2026-08-11T15:07:49.000Z

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