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Stacy Ployhar (CFP®)

Stacy Ployhar focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

As a CFP(tm), I provide goals-based financial planning that helps clients put their financial future into focus. 

I help clients ranging from professionals wanting to map out their financial future to near-retirees readying for retirement.

Having a financial roadmap equips you with a plan for your future so you have peace of mind to live life on your terms.

I start by working with you to understand your financial goals, spanning from how to refinance school loans, to buying a house and planning for childrens' education, to planning for retirement.

Many of my clients want to be able to have the option to retire early or scale down their work life.  

We discuss how to make that happen and collaborate on the financial strategy to get there.

I believe strategic financial planning includes planning for 3 distinct phases of retirement, resulting in you being financially prepared for each phase so you age on your terms.

For pricing and services, please visit 'Services and Fees' on website (listed in left hand column of this page).

 

NAPFA Start Date

January 26, 2010

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1700 7th Ave Ste 2100 Seattle, WA 98101-1360 Phone: (206) 972-6368
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