about perk planning
Perk Planning is a fee-only, hourly-only, virtual Registered Investment Advisory firm established in 2010 in Madison, Wisconsin. We are able to help people who live nearly anywhere since we conduct all meetings via Zoom.
We are proud members of the National Association of Personal Financial Advisors (NAPFA) - the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to the fiduciary standard and working in the best interests of those they serve.
our philosophy
Financial advice is about more than just the math – it should incorporate YOU. Your needs, your goals, your values and your life.
We take a comprehensive approach– investing is just one piece of the puzzle. Where investing is concerned, the evidence suggests that a passive approach to investing, using a diversified mix of low-cost, commission-free, index funds will outperform an active strategy over the long run.
Since passive investing is in our bones, we don’t think it’s a good value for our clients to pay for “asset management.” We’d rather help you get your financial life organized, establish a plan for nailing your goals, set-up and consolidate your investments and contributions, develop a portfolio strategy and - if you're game - maintain an ongoing relationship to ensure that your plan stays on track and keeps up with you and your goals.
about Emma
Emma Crawford, CFP®, CSLP®, MA, is a part-time paraplanner at Perk Planning.
Emma earned a master's degree in Counseling Psychology from the University of Minnesota and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Student Loan Professional® designations.
When not assisting us with supporting clients, she helps others navigate student loan repayment and forgiveness through her student loan planning firm, October Loan Strategies. P.S. She's accepting new clients!
In her free time, Emma enjoys being outside, traveling, trying out new coffee shops and restaurants, and spending time at her cabin with her husband, Devin, and two pugs, Wilbur and Francis. She resides in Madison, WI.
about Zach
Zach Hidden, CFP® is a partner at Perk Planning.
Zach graduated from the University of Wisconsin - Madison with a Bachelor's degree in Personal Finance and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Zach is passionate about helping others with their personal finance needs and has been in the financial planning industry since 2014. Before joining Perk Planning, he was a Senior Advisor with one of the nation's largest Registered Investment Advisory firms where he spent his time providing holistic financial planning advice and solutions to individuals and families. He has experience with providing retirement, cashflow, investment, estate, and tax planning advice.
Outside of work, Zach enjoys traveling, watching and playing sports, and exploring the outdoors. He resides in Wauwatosa, WI, with his wife Jordan.
about lisa
Lisa Andrews, CFP®, RICP®, CPCU®, MBA, is the founder of Perk Planning, located in Madison, Wisconsin.
Lisa graduated from Bemidji State University with a Bachelor’s Degree in Business Administration and received her MBA from the University of Wisconsin-Madison. She passed the CERTIFIED FINANCIAL PLANNER™ examination in July 2007 and was approved for certification in February 2008.
Lisa and her husband, Eric, reside in Madison, Wisconsin.
