Dream Financial Planning, LLC
Dream Financial Planning is a Financial Planning firm in Miami, Fl that serves clients throughout the country – The mission of Dream Financial Planning is to help two communities that have typically been underserved by the financial planning community, individuals in their 30s and 40s and minorities.
Less than 30% of all CFPs nationwide are in their 20s and 30s. I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients.
Less than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning. Put another way, there are just 2,700 black or Latino CFPs in America; 1,200 blacks and 1,500 Latinos.
Lamar Watson, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor in Reston, VA. He has over 15 years of experience in the financial services industry and is committed to helping empower individuals, businesses, and families to take the financial steps necessary to live their dreams.
Feel free to contact me to schedule a complimentary 30-minute phone call to see if Dream Financial Planning is a good fit for you and your family.