Lisa M. Andrews,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa M. Andrews, CFP®

Fee Only Wealth Planner

Perk Planning

1 N Pinckney St, Ste 200
Madison, WI 53703
FINANCIAL ADVISOR'S WEBSITE
(608) 628-8730 CONNECT WITH Lisa
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General

Lisa Andrews is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Perk Planning in Madison, WI and the surrounding communities.

Financial Advisor Overview

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 then assist you as needed.

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Financial Advisor Experience

Offering hourly only planning services since 2010 with no minimum asset requirements.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPCU

Insurance Licenses

  • Life insurance: WI
  • Health/disability insurance: WI
  • Property/casualty: WI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Not applicable.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, 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, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources