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 we have your questionnaire, we'll schedule a complimentary get-acquainted meeting 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, the next step is to gather up the financial documents that we will request.  This will provide us with the details needed to craft your plan.  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...we'll negotiate, review, and revise your plan together to ensure that it fits your needs. 

5

go forth and conquer

Want to save some money? We'll give you 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 for 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