about perk planning
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 (NAPFA) - the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. We are also hold a CFP® Professional Membership with the Financial Planning Association®.
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.
Lisa Andrews, CFP® 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.
In addition to helping individuals and businesses with their personal financial planning needs, Lisa is a Faculty Associate at the University of Wisconsin-Madison in the School of Human Ecology where she teaches several courses in the Personal Finance major.
Lisa and her husband, Eric, reside in Madison, Wisconsin.
Emma Crawford, MA, AFC, is a financial planning fellow at Perk Planning.
Emma earned a master's degree in Counseling Psychology from the University of Minnesota. She is currently working towards the CERTIFIED FINANCIAL PLANNER™ designation and is absolutely thrilled to work at Perk Planning as a Financial Planning Fellow. She also works at the University of Wisconsin - Madison as the Director of Financial Aid and Financial Wellness in the School of Medicine and Public Health.
In her free time Emma enjoys exploring the outdoors, traveling, trail running, and spending time with her husband, Devin, and two pugs, Wilbur and Francis.
Zach Hidden, CFP® is financial planner 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 Chicago, Illinois with his wife Jordan.
Want to learn more? Here are some relevant links to help you along.Form Adv Pt 2 NAPFA