Let's get started

It all starts with a questionnaire. Prefer to chat first? Drop us a line or call.
We'd love to talk.

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Begin our confidential questionnaire 608.628.8730 Email Lisa Skype Lisa Schedule an Appointment

Need motivation?

You've come this far...here's why we think you should take the next step:

  • Working with us means you will have your own personal financial website 
  • We'll 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 - we'll help you to maximize the benefits available to you, even if we have to hold our noses as we sift through your 401k investment options
  • Investments are just one piece of the puzzle - let us take a comprehensive look at your financial life
  • If we don't think we can add any value (it happens) we'll tell you and we won't charge you a cent
  • Want to take a test drive? 
Begin our confidential questionnaire 608.628.8730 Email Lisa Skype Lisa Schedule an Appointment

Perk Planning is a registered investment adviser offering advisory services in the State of Wisconsin and in other jurisdictions where exempted.

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