You have identified yourself as a financial dreamer, I applaud you for being honest, there is no shame in feeling intimidated by financial matters. Each person has their areas of expertise and confidence.
If you tend to defer financial decisions even when you have a supportive partner, it’s essential to have a trusted financial advisor in place. This advisor will be there for you when your partner is unavailable or in the event of any changes.

When selecting an advisor, it’s crucial to find someone who can communicate with you in plain English, in simple terms, and make it relatable. You don’t need someone trying to impress you or trying to show how smart they are by using all kinds of financial jargon and terms that you don’t understand.

You need an advisor who can relate to you, someone you can trust, who can explain financial concepts in terms that you can easily understand. Their role is to guide and empower you, who can help you make decisions, tell you what is the best course of action for you and then do it for you so you don’t have to feel overwhelmed, hopeless, or alone.

As financial advisors, we appreciate and enjoy working with financial dreamers like yourself. We aim to simplify complex financial matters and provide guidance that resonates with you, turning hopelessness into security and confidence.

If you are a financial dreamer, we look forward to the opportunity to speak with you and support your financial journey.

Office: 229 High St. Mineral Point, WI 53565

Call 608.987.1511

Email: fullcircle@bertramfinancial.com

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