Stacy Ployhar, CFP®
Fee-Only financial planning for people who want to retire, including FIRE.
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Serving Clients Nationwide
Fee-Only financial planning for people who want to retire, including FIRE.
Areas of Focus
- Buying a House
- Education Funding
- Financial Life Planning
- Investment Management
- Retirement Planning
- Retiring Early (F.I.R.E)
- Taxes
- Women & Wealth
About Stacy Ployhar, CFP®
Hi, I'm Stacy Ployhar. My clients are people who want to retire. Whether that's in the next few years or still decades away, they want a plan that gets them there. Many work in tech as well as in other industries.What do they all have in common? They want financial freedom. They want the ability to retire, whether that’s now or in the future, and to stay retired. When you become a client, I show you how to make that happen.
My clients seek working with a Fee-Only CFP® who provides financial planning and investment expertise, affording them the ability to steward their financial resources towards their goals.
They value the peace of mind that comes from working with a Fee-Only Financial Planner and, as a result, feel empowered to see through on their goals and dreams.
Prior to becoming a CFP®, I enjoyed working in tech, helping drive software releases and customer readiness.
I have been quoted multiple times in the press, including Seattle Times, Forbes, US News and World Report, Time, High Beam, NWSource, Dice, and Business Insider. And for over a decade, I have provided pro bono financial planning via Seattle not-for-profits and industry affiliations.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Seattle, WA, 98101
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form with your availability to schedule a free discovery meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About 2020 Financial Planning LLC
2020 Financial Planning provides fee-only, goal-based planning for those who place a premium on having a tailored, comprehensive Financial Plan that puts their financial future into focus.As a Fee-Only Financial Planner, we receive no commissions or fees from financial products or promotions. We receive compensation exclusively from one source: our clients.
We have always been a Fiduciary: Our clients’ best interests inform each recommendation we make.
Why do our clients care about how we are paid?
Being paid solely by our clients assures them that we are sitting on the same side of the table: Their side. While there are many ethical financial advisors who sell financial products, 2020 Financial Planning’s charter as a Fee-Only Financial Planner cleanly allows for total objectivity when recommending products and investments that will meet client goals.
Being a Fee-Only Financial Planner frees 2020 Financial Planning to objectively analyze the broadest range of investment choices for recommendation and doesn’t limit us to just one family of funds or products.
Click the Book Intro Call button above to get in touch and learn what it’s like to have financial planning that’s clear and on your terms.
Education
University of Oklahoma, Price College of Business, Bachelor of Business Administration - BBA, Accounting and Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Technology Professionals
- Women in Transition
- Women Professionals
- Young Families
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