Elliott Appel, CFP®, CLU®, RLP®

Fee-only financial planner focused on widows and caregivers

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Kindness Financial Planning Elliott Appel, CFP®, CLU®, RLP®
Madison, Wisconsin

Serving Clients Nationwide

Fee-only financial planner focused on widows and caregivers

Areas of Focus

  • Caregiving for Parents
  • Financial Life Planning
  • Health Care Planning
  • Investment Management
  • Loss of Spouse or Partner

About Me

Elliott Appel is a Madison-based fee-only financial advisor who can work with clients virtually across the country.

I spent the first part of my career at a large firm as a Seattle-based financial planner.

I launched Kindness Financial Planning in 2021 to work with fewer clients and focus on widows, caregivers, and families affected by major health events.

My dad was diagnosed with Stage IV Lung Cancer on July 18, 2016. I know the difficulties of managing doctor's appointments, work, loss, grief, and everything else that comes with a major health diagnosis while still trying to make time for your finances.

I've seen the costly mistakes families can make because financial decisions are put on the back burner. Whether it's not doing tax planning, updating beneficiaries, or making the most of your investments because you are busy and tired from everything else, I see the challenges you face. I'm here to help.

While I love the technical side of financial planning, I enjoy helping people think deeply about what's important to them and through a process, helping them create an ideal life for themselves.

I see the financial planning process as an educational process. You can check out my blog by clicking here. I can be a sounding board and serve as an accountability partner to help you make the financial decisions that align with your values.

When I'm not working, I enjoy spending time with my wife when she isn't busy with her medical residency schedule. I also enjoy hiking, tennis, photography, and cooking.

You can learn more about my process with clients by clicking here.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Life Underwriter (CLU)
  • Registered Life Planner (RLP)

Affiliations

  • Fee Only Network
  • Kinder Institute of Life Planning
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

53705

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

You can book a free 30 minute introductory call. You do not need to prepare anything for this meeting. I'll share my background, ask questions to learn more about you, and we will decide together if it makes sense to have another meeting. If not, I'll point you to other resources or financial planners who may be a better fit.

Offers Investment Management

Yes

About our Firm

Kindness Financial Planning is a fiduciary virtual firm focused on working with widows, caregivers, and families affected by major health events organize, simplify, and prioritize what needs to be done among everything else life throws at you.

Here's what you can expect to receive from me:

✅ KINDNESS: We cannot change what the world throws at us, but I can show up with kindness in every interaction. Life is hard enough. No matter what you are going through, you can expect kindness, empathy, and listening in every conversation. You will be heard.

✅ INTEGRITY: You deserve to work with a fiduciary, which is someone who will put your best interests first. Every decision starts and ends with what is best for you.

✅ OPENNESS: I know firsthand what it means to be a caregiver and watch someone experience cancer and dementia. No question is off-limits. I will educate you through every decision to help you make the best decision for you and your family.

✅ EDUCATION: You need the information to make the best decision for yourself. Through my blogs, podcast, and conversations with you, I can present the options, pros and cons of each, and help you think through what works for you.

Education

Seattle University, Bachelor of Arts, Business Administration, Finance Major

Volunteer Experience

Pro-bono financial planning with Savvy Ladies and Wings for Widows

Badges

Hobbies and Interests

  • Cooking
  • Family
  • Hiking
  • Photography
  • Tennis
  • Working Out

Who We Serve

  • Baby Boomers
  • Blended Family
  • Caregivers
  • Couples
  • Gen X
  • Living in Retirement
  • Parents
  • Single Women
  • Technology Professionals
  • Widow
  • Women in Transition
  • Women Professionals

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