Lisa  Andrews

Lisa Andrews

| CFP®

Perk Planning

Fee Only Financial Planner Located in Madison, WI and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

10 E. Doty St.
Suite 823
Madison, WI 53703

Lisa Andrews is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Lisa Andrews, CFP® is the founder of Perk Planning, LLC, located in Madison, Wisconsin. She is known for her high-energy, candor and her passion for evidence over hype in all areas related to finance.

Lisa graduated from Bemidji State University with a Bachelor’s Degree in Business Administration, and received her MBA from the University of Wisconsin-Madison. She passed the CERTIFIED FINANCIAL PLANNER™ examination in July 2007 and was approved for certification in February 2008.

Lisa has been in the financial services industry for over 18 years. She began her career at State Farm Insurance where she thoroughly enjoyed her roles in claims, agency and agency management. After 14 years with State Farm, she accepted a new role at PIC Wisconsin, a medical malpractice insurance firm where she was AVP of Marketing and Distribution. Following the company’s merger with ProAssurance, she accepted a planning and consulting role at American Family Insurance’s corporate headquarters in 2006.

In 2008 Lisa was appointed CEO of Surebond, Inc., a specialty chemical company, where she was responsible for leading the company during a period of turbulence. She describes the experience as being the single greatest challenge and most intense learning opportunity of her career.

Lisa has partnered with the Financial Coaching Institute in Madison, WI to provide pro-bono financial coaching to families who have limited access to professional resources. In addition, she has been a Mentor in the Big Brothers Big Sisters program and serves as an instructor for Junior Achievement.

Lisa and her husband, Eric, reside in Madison and are active supporters of the Boys and Girls Club of Dane County and Access Community Health. She is especially proud of her 21-year-old son, Max, who is currently serving in the U.S. Army.