A LIFE WELL PLANNED

is a life well lived

Kick Start Your Financial Future

Seattle Financial Planner

Identify

What is your vision for your future? Employing a collaborative process, we work with you to put the goals that matter the most into focus.

Seattle Fee Based Financial Planner

Educate & Empower

What do you need to know to pursue your vision? Knowledge is power, so it’s crucial to who we are that you understand the mechanics of how to achieve what’s important to you.

Financial Planner

Implement

Where do we go from here? A plan is only as good as it’s execution, so we walk alongside you to implement your plan so you can pursue your vision for your richest life.

Our Story

Stacy Ployhar, CFPStacy Gallagher Ployhar CFP (R)  brings a wealth of experience and expertise to helping clients articulate and reach their financial goals . As a CERTIFIED FINANCIAL PLANNER (TM),  with the Series 65 Uniform Investment Adviser Law Exam and State of Washington Life and Disability Insurance license, Stacy launched the firm with the charter of helping clients put their financial future into focus.

Stacy’s clients are primarily working professionals and retirees in many industries. Many work at companies such as: Amazon, Microsoft, Boeing, Zulily, Expedia, Zillow, Alphabet, Accenture, 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 Bellevue, City of Redmond, KEXP, University of Washington, Harborview, Fred Hutchison, Virginia Mason, King County, and the Bill and Melinda Gates Foundation.

Learn more about Stacy. . .

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Fee Only Financial PlannerA Fee-Only Financial Planner‘s compensation differs from other types, as they are compensated only by their clients. Learn more about our  fees and services...

 

Writings

How Bitcoin Is A Surrogate For The Larger Market Sentiment

So far there seem to be 2 camps that exist for crypto currencies (Bitcoin is a crypto currency). One tends to include tech workers and those affiliated with tech (e.g. VCs). These are the intrinsic flag bearers of Bitcoin. The other? Most everyone else.

What Happens When You Fall In Love With A Place

Sometimes a place you visit becomes a part of who you are, and you are never the same. When that happens and everything falls into place, all the hard work of living a financially focused life starts to pay off in very clear ways.

Lifestyle Choices: To Say No, You Need A Yes

In planning our life path, we identify how to improve ourselves and our life station (our 'yes'es). We identify what to avoid (our 'no's). Yet, every day we are bombarded with lifestyle spending choices that can pull us away from our 'yes'es. How do we respond?