About Me
Welcome to Perk Planning – your Madison, Wisconsin-based, VIRTUAL Fee-only fiduciary. We work exclusively on an HOURLY basis with clients across the US.
We are a team of CFP® financial planners, and we love what we do. From people just starting their careers to high-net-worth families looking to get out of the assets-under-management-based system, we are your go-to resource for financial advice, comprehensive planning, and student loan planning. No question too small, no situation too sticky. We’re on it.
Some of our best qualities:
Fee-Only – this allows us to focus on YOU, not products
Fiduciary care – the highest standard of care equates to undivided loyalty
Tailored advice – your goals and priorities drive the process
Respect – for your time, your intelligence, your privacy, and your choices
You should know:
Every relationship begins with a complimentary appointment to ensure that we’re a good fit for each other
We ask a lot of questions to ensure that we understand you and your needs
Your information is held in the strictest confidence
Our long-term goal is to be your financial advisor and advocate for life
We offer high-quality, no-pressure financial guidance tailored to you.