Stacy Ployhar, CFP®

Fee-Only planning for Gen X and Gen Y working professionals and pre-retirees

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2020 Financial Planning LLC Stacy Ployhar, CFP®
Seattle, WA

Serving Clients Nationwide

Fee-Only planning for Gen X and Gen Y working professionals and pre-retirees

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 primarily Gen X and Gen Y working professionals and pre-retirees. Many work in tech as well as in other industries. Many also work in the public sector and not-for-profit sector.

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

Primary Location

Seattle, WA, 98101

Meeting Options

  • Video Conference
  • In-Person
  • 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

Who 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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.