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 team of three 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, 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.

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.
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Advisors at this Office

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.
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This Office

10 E. Doty Street Suite 800 Madison, WI 53703-4680 Phone: (608) 628-8730 Fax: (608) 338-0039

Primary Office

10 E. Doty Street Suite 800 Madison, WI 53703-4680 Phone: (608) 628-8730 Fax: (608) 338-0039