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.