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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I would recommend him to anyone who wants to maximize the power of their money and get guidance from a trusted and experienced source!
We have always been impressed with the level of detail and time Lamar takes to explain the strategies to reach our financial goals.
His advice and suggestions allowed me to make some shifts in my portfolio that really set me up for success and is already increasing my returns.
Dream Financial Planning helped me with budgeting, financial goals, and everything I needed to know for retirement.
I can say I've learned alot for now and for the future, and look forward to working with him again in the future.
Lamar has a big heart for helping others and he will help get your finances and investments on the right track.
Lamar is such a professional, and so good at what he does, yet he's also down to earth and meets people where they are with no judgment.
He was able to help me establish a efficient budget, track my expenses, and go over my packages for retirement to ensure I was on track with a plan that I will benefit from.
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