Susan Peck (CFP®)

Susan Peck focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Divorce Planning

Financial Psychology/Coaching

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Planning Specialties

Evolution Financial offers both ongoing financial planning as well as investment management services. The first step for all clients is to put together a comprehensive financial plan to outline their current financial picture, as well as provide a roadmap for their future ambitions and dreams. Once the initial plan is done, the client can choose to continue with ongoing financial planning services to put an increased focus on maintaining and encouraging the financial progress, and clients can also choose to have their assets managed by Evolution Financial. Together we will work toward the financial future the clients desire.

Additional Information

I founded Evolution Financial to provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and in the future.

I graduated from the University of Wisconsin-Madison with a BS in psychology, and was also a proud member of the University of Wisconsin Marching Band (Trombone). It was during my almost 12 years at an investment adviser that focused on tax efficient invesment strategies that I honed my financial planning expertise and discovered my love of helping clients reach their financial goals and strive for their dreams.

Community is important to me. I am a board member for the Northside Business Association, and also on the Finance Committee for the North/Eastside Senior Coalition (NESCO). I’m also a member of OPEN (Out Professional Engagement Network), and Evolution Financial is a proud member of Dane Buy Local.

My husband Nathan and I live on the north side of Madison, WI with our two Border Collie mix dogs, Dracena (Puppers) and Harley Quinn, as well as our chickens. As a landscaper, Nathan has transformed our yard to be welcoming to pollinators such as bees and butterflies.