Financial Fundamentals Review
Everybody has a Dream, let us help you start building yours.
Our Free Review Includes:
Tax Return Review
We'll provide you a PDF report analyzing your 2019 tax return. You probably know your marginal tax rate. What about your average tax rate? We'll work with you to identify opportunities to reduce your future tax bill.
Do you know how much you're paying your current advisor? Are you paying hidden fees on your current investments? We'll do a fee analysis of your current portfolio and assess how much risk you're taking with your portfolio.
During this Complimentary Consultation we'll discuss the Tax Return Review and Investment Analysis. We'll use the remaining time to answer any questions you might have.
What's the catch?
There's no catch, it's really free. This service provides you a great opportunity to test-drive our services before making a financial commitment.
How long does it take?
Once you get us the necessary documents it will take us approximately one week to prepare the necessary reports and schedule a meeting with you.
Why should I schedule?
This Review will give you a better understanding of your investment risk and tax liability. We'll also identify opportunities to reduce your future tax liability and investment fees.
About Dream Financial Planning
Lamar Watson founded Dream Financial Planning with the goal of serving the needs of young professionals and minorities who typically don’t have access to fee-only and fiduciary financial services. Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA for over a decade. At his most recent firm, he served as the lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals. Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 16+ years of industry insight and experience.