Cramer Financial Practice is a family-run financial planning practice in Madison, Wisconsin, built on one clear objective: helping you align your financial resources with what you value most, so you can better pursue the outcomes you want.
Founded by Clancy Cramer, CFP® with his wife Katie Cramer, the practice focuses on clear advice, thoughtful planning, and a calm, organized experience behind the scenes. Clancy seeks to provide each client with attentive service and planning strategies designed around their unique financial situation and goals.
As a CERTIFIED FINANCIAL PLANNER® professional, Clancy is held to fiduciary standards when providing financial planning services and emphasizes education, transparency, and integrity in client relationships
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.