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, VIRTUAL Fee-only fiduciary. We work exclusively on an HOURLY basis with clients across the US.
We are a small team of CFP® financial planners, and we love what we do. 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 and comprehensive financial planning.
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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.