# Kaki Perdue

> Kaki Perdue is a fee-only financial advisor at Look Both Ways Financial in Houston, Texas, who holds the CPA and CFP credentials. Kaki charges a one-time planning fee and hourly fees (one-time plans $7,000 and $330 an hour) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/kaki-perdue/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** Look Both Ways Financial
- **Based in:** Houston, Texas
- **Fee model:** One-time planning fee; Hourly
- **Fees (Advice-Only Network profile):** one-time plans $7,000; $330 an hour
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CPA, CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees, Tech employees
- **Website:** https://www.lookbothwaysfinancial.com

## About

Kaki Perdue founded Look Both Ways Financial to help people approaching retirement, after seeing how hard it was for her own parents to find specific retirement advice that wasn't tied to asset management. Before becoming a CFP® professional, she spent 12 years in audit as a CPA, including five years auditing 401(k) plans, and six years as CFO of a sports ticketing business.

Kaki helps clients work out retirement income, taxes in retirement, Roth conversions, the bond side of a portfolio, inherited IRA withdrawals and tax-efficient giving. She loves tax planning and believes emotions shape money decisions, so she keeps planning personal, meets clients without judgment and teaches at every step. The firm's name comes from her dad's driver's ed advice: even on a green light, look both ways.

She gardens, hikes, skis, golfs and plays pickleball.

## Frequently asked questions

### Is Kaki Perdue a fee-only financial advisor?

Yes. Kaki Perdue is listed in the Advice-Only Network (advice-only practices, no product sales).

### How does Kaki charge for financial advice?

Kaki charges a one-time planning fee and hourly fees.

### Does Kaki work with clients virtually?

Yes. Kaki's Advice-Only Network profile says they meet with clients virtually and in person.

### Where is Kaki Perdue based?

Kaki Perdue is based in Houston, Texas.

### What does Kaki specialize in?

Kaki's specialties include retirement planning, tax planning and estate & legacy planning. Kaki works with pre-retirees, retirees and tech employees.

### What credentials does Kaki Perdue hold?

Kaki Perdue holds the CPA and CFP credentials.

### How do I contact Kaki Perdue?

Through Kaki's website, www.lookbothwaysfinancial.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/KakiPerdue): advice-only practices, no product sales

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.