Dream Financial Planning
Matt and Karen are both Senior Directors at large consulting firms in the Washington, DC area. Matt was recently offered a promotion with another company and equity compensation will make up a significant portion of the total compensation package. He wanted our expertise in evaluating the entire compensation package including the taxability of employee stock options. They were previously clients of a large firm, but their advisor who wasn't a CFP ® invested them in high-cost proprietary products and didn't provide the level of service they were looking for. Challenges
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Sentiment Analysis
His attention to detail was evident in every recommendation, demonstrating a keen awareness of the intricate nuances that make each financial situation distinct.
Extremely knowledgeable, easy to work with, applies a personal touch to all of his financial advising, and goes the extra mile by sharing market insights and Finacial tips on a regular basis outside of our regular touch points.
I appreciate his honesty, and the ability to talk about anything makes me feel comfortable about my financial future, if you're looking for an advisor that you can trust, Lamar's is your guy.
Very Knowledgeable
He is incredibly knowledgable about all things financial planning and has been an invaluable resource in helping set me up on the right path for the future.
If you are looking for a financial advisor I highly recommend you check out Dream Financial Planning!
We have always been impressed with the level of detail and time Lamar takes to explain the strategies to reach our financial goals.
I would recommend him to anyone who wants to maximize the power of their money and get guidance from a trusted and experienced source!
I can say I've learned alot for now and for the future, and look forward to working with him again in the future.
Dream Financial Planning helped me with budgeting, financial goals, and everything I needed to know for retirement.
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