Elliott Appel (CFP®, CLU)

Elliott Appel focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Kindness Financial Planning focuses on helping soon-to-be widows, widows, caregivers, and people affected by major health events organize, simplify, and figure out what comes next in their lives.

Elliott Appel regularly helps people navigate the following:

  • Organize, simplify, and prioritize their financial life. Once that happens, a system can be created that puts you in control to feel unstuck and make better financial decisions.
  • Tax planning - whether it is analyzing Roth conversions, how to give most tax-efficiently to charity, or how best to gift to family
  • Estate plan review. Are you sure the right people are in the right roles? Does your plan reduce taxes? Are you assets appropriately titled?
  • Investment advice and management. I remove the jargon of the financial industry with simple, easy-to-understand explanations while building a portfolio that aligns with your values.
  • Insurance guidance. Is your life insurance still worth keeping? Is your home properly insured? Are there gaps in your auto insurance? Let's review it. Insurance is the backbone of a good financial plan.

  • Through my own experience as a caregiver, I'm also happy to discuss navigating the healthcare system, how eldercare consultants can help, and any other questions you may have about navigating health changes and loss.

    I am a fiduciary, fee-only financial advisor. You can learn more at www.kindnessfp.com or listen to my podcast at www.makingthemostoftime.com.

    NAPFA Start Date

    October 01, 2021


    This Office

    2858 University Ave #326 Madison, WI 53705 Phone: 2066515097