PERKPLANNING.COM

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We deliver financial planning in the most tantalizing way of all — free of product pitches and chock-full of fiduciary care, all at an hourly rate. Some of our best. Focus is on YOU, not on products. WOW! The highest standard of care equates to undivided loyalty. Your goals and priorities drive the process. For your time, your intelligence, your privacy, and your choices. You're busy and we're happy to coordinate the details. NOT JUST FEE-ONLY – HOURLY! Zero product sales or pressure. Check it out here.

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We deliver financial planning in the most tantalizing way of all — free of product pitches and chock-full of fiduciary care, all at an hourly rate. Some of our best. Focus is on YOU, not on products. WOW! The highest standard of care equates to undivided loyalty. Your goals and priorities drive the process. For your time, your intelligence, your privacy, and your choices. You're busy and we're happy to coordinate the details. NOT JUST FEE-ONLY – HOURLY! Zero product sales or pressure. Check it out here.

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Homepage | Perk Planning | perkplanning.com Reviews

https://perkplanning.com

We deliver financial planning in the most tantalizing way of all — free of product pitches and chock-full of fiduciary care, all at an hourly rate. Some of our best. Focus is on YOU, not on products. WOW! The highest standard of care equates to undivided loyalty. Your goals and priorities drive the process. For your time, your intelligence, your privacy, and your choices. You're busy and we're happy to coordinate the details. NOT JUST FEE-ONLY – HOURLY! Zero product sales or pressure. Check it out here.

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perkplanning.com

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About Perk Planning | Perk Planning

http://perkplanning.com/about

Who is this lady, anyway? Lisa Andrews, CFP is known for her high energy, candor, and passion for evidence over hype in all areas related to finance. Perk Planning is a fee-only Wisconsin Registered Investment Advisory firm located in Madison, Wisconsin. We are proud members of the National Association of Personal Financial Advisors. You can read more about Perk Planning by reviewing our Form ADV Part 2 here. Since passive investing is in our bones, we don’t think it’s a good value for our cl...Lisa grad...

2

Blog | Perk Planning

http://perkplanning.com/blog

And some of them may not be popular. Assets Under Management - The Gollum Effect. Few clients should pay for asset management so why are there so many AUM advisors? Categories: General Financial Planning. Long Term Care Insurance - Probably not for you. Long term care insurance is a hotly debated solution to a very expensive problem. But it's not always purchased for financial reasons. Categories: General Financial Planning. Categories: General Financial Planning. Is it Time to Refinance? Perk Planning i...

3

Glossary | Perk Planning

http://perkplanning.com/glossary

Some words require more words. Asset allocation refers to the overall mix of stocks, bonds and cash held in a portfolio. In general, the stock portion of the allocation has the greatest risk but also the greatest return potential. Bonds and cash (again, in general) are less risky and have lower expected returns. Asset allocation considerations include:. The time horizon for the goal you are investing toward. The return required to achieve your goal tempered by your stomach for risk. Fee-Only financial ad...

4

Get Started | Perk Planning

http://perkplanning.com/get-started

It all starts with a questionnaire. Prefer to chat first? Drop us a line or call. Wed love to talk. Begin our confidential questionnaire. Youve come this far.heres why we think you should take the next step:. Well help you to define and prioritize your goals. And tailor your plan to help you get there. Think your asset allocation is appropriate? Let us help you manage unlucky outcomes. We love employee benefits - well help you to maximize the benefits available to you. And we wont charge you a cent.

5

Process | Perk Planning

http://perkplanning.com/process

Regardless of the services contracted,. The process looks a little something like this. The devils in the details. Our initial assessment includes the completion of our confidential questionnaire. To your comfort level. Getting to know you. Getting to know all about you. Gettin down to business. Go forth and conquer. Want to save some money? Well give you a checklist for you to follow to implement our recommendations. And were always here if you have how-to questions. Or have us conquer for you. It all s...

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Homepage | Perk Planning

We deliver financial planning in the most tantalizing way of all — free of product pitches and chock-full of fiduciary care, all at an hourly rate. Some of our best. Focus is on YOU, not on products. WOW! The highest standard of care equates to undivided loyalty. Your goals and priorities drive the process. For your time, your intelligence, your privacy, and your choices. You're busy and we're happy to coordinate the details. NOT JUST FEE-ONLY – HOURLY! Zero product sales or pressure. Check it out here.

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