You identify as a financial avoider, it’s important to acknowledge that there is no shame in that. The vast amount of information and choices in the financial world can be overwhelming, leading to procrastination and avoidance.
With the right financial advisor, you can overcome these tendencies. Instead of having to navigate through numerous options and tell you what makes the most sense for you and exactly what to do so, you have a better sense of control and who will keep you on track, giving you financial confidence and security.

A good advisor will help you understand the steps you need to take in simple terms, breaking down the process into manageable actions. This approach allows you to take one step at a time, rather than feeling overwhelmed by a complex plan.

As advisors, we enjoy working with financial avoiders, as we can assist them in overcoming their avoidance tendencies, providing a clear path, and helping them make progress. We take the burden of planning off and act as your guide.

We encourage you to reach out to us so that we can help you navigate the financial landscape and move toward the future you envision.

Office: 229 High St. Mineral Point, WI 53565

Call 608.987.1511

Email: fullcircle@bertramfinancial.com

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