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 assets-under-management-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.