Stacy Ployhar, CFP® 2020 Financial Planning LLC
- 1700 7th Avenue Suite 2100, Seattle, Washington 98101
- (206) 972-6368
- fgnpl@2020svanapvnycynaavatyyp.pbz
- https://www.2020financialplanningllc.com/
About Stacy Ployhar, CFP®
Since 2010, Stacy’s clients are primarily Gen X and Gen Y working professionals and pre-retirees in many industries. Many work at companies such as: Amazon, Microsoft, Boeing, Zulily, Expedia, Zillow, Facebook, Google, Accenture, Rover, and LinkedIn. Many clients also work in the public sector or not-for-profit sphere at entities such as: FAA, NSA, City of Seattle, City of Redmond, KEXP, UW, Harborview, Fred Hutchison, Virginia Mason, King County, and the Bill and Melinda Gates Foundation. They 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.
Ideal Clients
- Family Financial Planning
- HENRY (High Earners, Not Rich Yet)
- Retirement Planning
Ways Advisor Charges
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Flat Fee: $1,870+/engagement
- Hourly Fee: $178+/hr
- AUM: 0.75%
