Journey Financial Partners: Serving Greater Dane County, Wisconsin

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Be the first to know of upcoming seminars and workshops.

An amusing and whimsical look at behavioral finance best practices for investors.

It’s never a bad time to speak with your financial professional about changes in your situation.

We understand life gets busy, so we offer in-person, virtual and phone meeting options.

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We create strategies that are tailored to your needs and financial goals.

Common Financial Questions

Years of experience have prepared us to guide you through your life transitions.

About Our Program

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We believe the best things in business are accomplished through team work.

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Get personalized, objective investment advice with 24-7 access to your accounts.

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This short, informative article teaches the basics of the FIRE movement.

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