About Prism Financial Planning

prismfinancialplanning.com

* investment planning (recommend only, never sell!) * retirement planning * college planning * evaluate insurance risk (recommend only, never sell!) * personal cash flow analysis 'Prism Financial Planning, LLC, is located in Issaquah, WA, where I offer comprehensive financial advice to my clients on an hourly basis. My clients only pay for the financial advice they need, and nothing more. Because I only offer my expertise, and never sell any products, my clients know they're getting unbiased help with no conflicts of interest.'--Amy Goan, founder After years as a mutual fund portfolio manager I decided to make the change to helping people with their investments on a one-on-one basis. Once I passed the CFP® exam I began working for a fee-only investment advisor in Seattle, where I gained valuable experience. However, I could see a hole in the normal financial planning business model. Clients who had not yet accumulated enough manageable assets to meet many planners' minimums could not get access to valuable financial advice. Who was available to help these people? To fill that void I created Prism Financial Planning, LLC, located in Issaquah, WA, where I offer comprehensive financial advice to my clients on an hourly basis.

Revenue : 1M-10M Industry : Financial Services Location : United States Employees : 1-10

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IT Footprint

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IT Spend

IT Spend shows roughly how much this client spends on IT per year in USD.

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Vendor Usage

Prism Financial Planning uses 5 different technologies from 7 different vendors. They have above average use of several technologies including Drupal, Amazon AWS and GoDaddy.

Product Categories

Prism Financial Planning uses products from 7 different product categories. They are particularly heavy users of products in Web Content Management, Web Mapping, and Website Builders.

Recently Detected Technologies

Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.

Technology Category Vendor Usage
Drupal Web Content Management Drupal.org
Amazon AWS Cloud Platforms & Services Amazon
GoDaddy Web Hosting Services GoDaddy
MapBox Web Mapping Mapbox
CKEditor Software Development Tools CKSource sp. z.o.o. sp.k.

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