Kaki Perdue
Retirement and tax planning for people nearing retirement who want to feel safe, strong and secure managing their own money.
Look Both Ways Financial · Houston, Texas
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Tech employees
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.
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, and meets in person |
| Accepting new clients | Yes |
| Credentials | CPA · CFP |
| Website | www.lookbothwaysfinancial.com |
How Kaki's firm compares
- A one-time plan starts at $7,000, above the Texas median of $1,575 for fee-only firms that publish prices.
- The hourly rate is $330, above the Texas median of $250 for fee-only firms that publish prices.
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Questions about Kaki
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- Directory listing last checked November 2, 2026.
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