Build Wealth, Minimize Taxes, and retire early

Who are we
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 a 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 17+ years of industry insight and experience.

The Process

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