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About 2020 Financial Planning
Who We Are
In 2010, as a Fee-Only Certified Financial Planner®, Stacy Ployhar launched 2020 Financial Planning LLC to help clients put their financial future into focus.
Our Clients
Clients are working professionals and pre-retirees, including FIRE and Coast FIRE, from many industries, including tech. Many clients also work in the public sector or in the non-profit sphere.
Clients like working with a Fee-Only Fiduciary CFP® who provides financial planning and investment expertise, affording them the ability to steward their financial resources towards their financial 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 financial goals and dreams.
What We Do
Retirement Planning
Do you want to retire or stay retired? Whether that’s now or in the future, let’s get you there.
Financial Planning
Are you just getting started in your career? Let’s get your financial future on the right track.
Investment Management
Do you prefer to have someone manage your portfolio?
Founder's Story
Prior to becoming a CFP®, Stacy Ployhar worked in tech, helping drive software releases and customer readiness. She has been quoted multiple times in the press, including Seattle Times, Forbes, US News and World Report, Time, High Beam, NWSource, Dice, and Business Insider.
She has provided pro bono financial planning via Seattle not-for-profits and industry affiliations for over a decade. Get in touch to discover what it’s like to have financial planning that’s clear and on your terms.