Welcome to Perk Planning – your Madison, Wisconsin-based, Fee-only fiduciaries. We are a team of three with a breadth of experience and individual expertise.

We love what we do, and we adore our clients. From people just starting their careers to financial whales looking to get out of the assets-under-management 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.