how it works

Regardless of the services contracted,
the process looks a little something like this.

menu
1

the devil's in the details

Our initial assessment includes the completion of our confidential questionnaire to your comfort level. 

2

getting to know you...
getting to know all about you

Once you complete the questionnaire, you'll be provided a link to schedule a complimentary get-acquainted meeting via Zoom to discuss your financial situation, answer any questions you have about Perk Planning or the process, and we'll hone in on the specific areas of advice and analysis needed.  Before we wrap up, we'll provide a firm quote for our services.

3

gettin' down to business

If we're a good fit for each other, we will provide a list of financial documents and information we need.  Once received, we'll get to work and develop your plan.

4

let's get together

We are guilty of being in love with our work, and we can't wait to show you what we've developed for you.  But this is no one-way conversation. Over the course of two meetings, we'll negotiate, review, and revise your plan together to confirm that it fits your needs while ensuring you understand the recommendations. 

5

go forth and conquer

Want to save some money? We'll provide a checklist for you to follow to implement our recommendations.  And we're always here if you have how-to questions.

6

or have us conquer with you

Short on time?  We're happy to help put your plans into action.  Keep in mind that we never have discretionary authority over your money - we won't make a move without you.

Let's Get Started

It all starts with a questionnaire — don't worry, it's confidential and there's no obligation.

Access our Confidential Questionnaire Email Lisa 608.628.8730 Skype Lisa Schedule an Appointment