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Lisa M. Andrews, CFP®

Perk Planning

10 E Doty St
Ste 823
Madison, WI 53703
Phone: (608) 204-5960
Fax: (608) 338-0039

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Asset Allocation
  • Career Change
  • Bankruptcy
  • Estate Planning
  • Disaster Recovery
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Job Loss
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Succession Planning
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Hourly

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.