Reviews
5.01 Reviews
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Anne D.
May 2016
Financial Planning
Lisa is a fee-only Certified Financial Planner and does not sell any investment products. So she is required to give advice in the best interests of her customers and I definitely experienced that. She took time to understand my goals and background, helped me understand my options and also assisted with some of the next steps. I will continue to use Lisa's expert consultation as I have life changes.
Licensing
State Contractor License Requirements
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FAQ
Perk Planning is currently rated 5.0 overall out of 5.
No, Perk Planning does not offer free project estimates.
No, Perk Planning does not offer eco-friendly accreditations.
No, Perk Planning does not offer a senior discount.
No, Perk Planning does not offer emergency services.
No, Perk Planning does not offer warranties.