Perk Planning
Want to schedule a free get acquainted meeting? The first step is to complete our Confidential Questionnaire to your comfort level; once you are done you will be able to book a meeting directly on our calendar.
Welcome to Perk Planning – your Madison, Wisconsin-based, Fee-only fiduciary.
We love what we do, and we adore our clients. From people just starting their careers to financial whales looking to get out of the commission-based system, we are your go-to resource for financial advice, comprehensive planning and money management. 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.