Concierge Financial Planning for
Residents
Like concierge medicine, but for your finances.
Your career, family, and goals deserve more than generic advice. Together we diagnose what matters most and prescribe a plan to keep your financial health on track.
Concierge Financial Planning for Residents
Like concierge medicine, but for your finances. Your career, family, and goals deserve more than generic advice. Together we diagnose what matters and prescribe a plan to keep your financial health on track.
Start Your Plan Today
Your Dream Bigger Fit Check
Wondering if financial planning with Dream Bigger might be right for you? Answer 8 simple questions to see if we are a good match and which type of support could make the biggest impact. No pressure, no sales pitch. Just clarity.
See the difference in planning
Traditional and generic advice
- One size fits all plans that ignore your specialty, schedule, and family goals
- Meetings end with more homework and no clear next steps
- Slow responses when life changes during training or job moves
- Advice that feels generic instead of personal
Concierge planning with Dream Bigger Financial
- Strategy tailored to your stage whether resident, fellow, or new attending
- Working sessions where we do the heavy lifting together so you leave with clarity
- Quick guidance when things shift like contracts, schedules, loans, or benefits
- Direct access to Michael Putterman, CFP® for real answers when you need them
Concierge planning follows a rhythm you already know.
What we focus on together
Physicians choose Dream Bigger Financial for the time and attention we give to student loans and tax planning. Many come for the loan strategy and stay for the concierge-level guidance across their full financial life.
Student loans
Lower stress. Pay only what you need.
What we’ll accomplish
- ✔We’ll diagnose your loans and explain options in plain English
- ✔You’ll get a treatment plan that minimizes payments and maximizes forgiveness
- ✔We’ll adjust as rules change and handle the annual paperwork with you
- ✔You’ll always know you’re on track for the best outcome
Tax strategy
Keep more of what you earn.
What we’ll accomplish
- ✔We’ll spot where taxes hit hardest and find relief
- ✔You’ll get a step-by-step plan that fits your life
- ✔We’ll coordinate pay, benefits, and filing status (MFJ vs MFS when loans are in the mix)
- ✔Each year we review and refine as your income grows
Protecting your income
Guard your most important asset — you.
What we’ll accomplish
- ✔We’ll diagnose risks that could derail your plan
- ✔You’ll get the right protection at the right cost (disability, life, liability)
- ✔We’ll adjust as your role, income, or family changes
- ✔If something happens, you have direct access for support
Getting organized
Simple systems. Less stress.
What we’ll accomplish
- ✔Set up one clear system for accounts, loans, and goals
- ✔A checklist you can follow in minutes a month
- ✔Keep things current with quick check-ins
- ✔No more “where do I start?” — you’ll know exactly what to do next
Investing and retirement
Grow wealth with purpose and confidence.
What we’ll accomplish
- ✔Diagnose your habits and comfort with risk
- ✔A portfolio you understand (and can stick with)
- ✔Automated savings so progress happens in the background
- ✔Clear milestones to confirm you’re on track
Ready to become a concierge client?
Just like in medicine, the best results come from an ongoing relationship, not a one-time visit. We’re currently accepting new patients for ongoing financial planning with working sessions, direct access, and plans that adjust as your life changes.
- Student loans and tax planning built in from day one
- Working sessions that move tasks forward, fewer take-home assignments
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Direct access to Michael Putterman, CFP® when something urgent comes up
Meet Your Team
👋 Hi, I'm Michael.
I help early-career physicians feel confident about money without the jargon, overwhelm, or sales pitches.
I work alongside two highly enthusiastic (but not exactly qualified) team members:
🐶 That's Max on the left, our Pawsome Intern
🐶 And Ryder on the right, our Chief Barketing Officer
Together, we’re here to make financial planning feel less intimidating... and maybe even a little fun.
Ready to Chat?
We're currently accepting new ongoing financial planning clients!
Ongoing means we meet regularly and help with all parts of your financial life.
Not ready to chat?
Follow me on social for quick tips on loans, taxes, saving, and more.
Michael Putterman, CFP®
☁ Virtually serving clients nationwide ☁
Meet Your Team
I help early-career physicians feel confident about money without jargon, overwhelm, or sales pitches.
I work alongside two highly enthusiastic (but not exactly qualified) team members:
🐶 Max — Pawsome Intern
🐶 Ryder — Chief Barketing Officer
Together, we’re here to make financial planning feel less intimidating, and maybe even a little fun.
Ready to Chat?
We're currently accepting new ongoing financial planning clients!
Ongoing means we meet regularly and help with all parts of your financial life.
Not ready to chat?
Follow me on social for quick tips on loans, taxes, saving, and more.
☁ Virtually serving clients nationwide ☁