A LIFE WELL PLANNED
is a life well lived
Kick Start Your Financial Future
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.
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.
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 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 in 2010 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. . .
A 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
Presidents and Stock Market Performance: Any Correlation?
Alot of focus is on a presidential candidate's possible effect on the stock market. But is there any actual impact?
Reverse Mortgage as a Qualitative Estate Planning Tool?
Home Equity Conversion Mortgages ('Reverse Mortgages') have been widely used as a method for tapping home equity as part of a retirement distribution strategy. But how about for estate planning?
Retirement Income Strategy: Event Segmented vs. Time Segmented
Converting a retirement income portfolio from accumulation to distribution can be nerve wracking. A widely accepted approach has been to segment it in time intervals, but what psychological value might there be in segmenting it out by events?