Sue Peck, CFP®, RLP® Evolution Financial LLC
- 2701 International Lane Suite 203 , Madison, WI 53704
- (608) 229-1335
- http://www.evolutionfinplan.com
About Sue Peck, CFP®, RLP®
I am Sue Peck, CFP®, RLP®. I founded Evolution Financial to provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and into the future.
I am also a fiduciary. A fiduciary is, as defined on Investopedia: a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.
Our lives can be filled with transitions, some of them involving the added complication of wealth movement. Life experiences, such as a divorce or the loss of a loved one, are filled with emotions and feelings of loss, grief, and overwhelm, and can leave one feeling unable to move forward. I’m here to listen and help sort out what next steps are needed to help you move through and forward into the life you want to live.
I graduated from the University of Wisconsin-Madison with a BS in psychology, and was also a proud member of the University of Wisconsin Marching Band (Trombone).
Community is important to me. I am a board member for the Northside Business Association, and also a member of OPEN (Out Professional Engagement Network).
My husband Nathan and I live on the north side of Madison with our two Border Collie mix dogs, Dracena (Puppers) and Harley Quinn, as well as our chickens. As a landscaper, Nathan has transformed our yard to be welcoming to pollinators such as bees and butterflies.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Divorced
- Financial Life Planning
- Gen X
- Inherited Wealth
Ways Advisor Charges
- Quarterly Fee
- Hourly
- Assets Under Management
Fee Options
- Quarterly Fee: $1250/qtr
- Hourly Fee: $300/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
