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

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?

A Budget Strategy For Variable Income

If you have variable income, you likely are faced with the challenge of creating a budget strategy. What will your income be? What assumptions can accurately be made? Yet, is it much different than the challenge anyone else has with creating a budget?

Trump and Taxes

It's only been a month since the election, but it's looking like a Trump administration combined with a Republican congress makes for a very business friendly, as well as corporate and income tax friendly, environment. What will that mean for you in 2017 and beyond?