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Dream Financial Planning
Dream Financial Planning is a fee-only, fiduciary, and independent financial advisory firm. It was founded to serve young professionals and minorities who...
Overview
Dream Financial Planning is a fee-only, fiduciary, and independent financial advisory firm. It was founded to serve young professionals and minorities who typically lack access to fee-only and fiduciary financial services. The firm offers the DREAM Financial Planning Process™ and strategic financial planning solutions focused on building wealth, minimizing taxes, and helping clients retire early.
General information
Firm type
RIA
Location
City
Washington, D.C.
Principals
Lamar Watson
Founder and CERTIFIED FINANCIAL PLANNER™
Lamar Watson
CFP®
Lamar Watson
Founder and Financial Planner
Sector focus
Frequently asked questions
What financial planning services does Dream Financial Planning offer?
Dream Financial Planning provides comprehensive financial planning, including retirement planning, estate planning, tax optimization strategies, and investment management for individuals and families, per public regulatory filings.
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