dream bigger financial

Student Loan Consultation

Thank you for scheduling your Student Loan Consultation! We look forward to meeting with you to discuss the possibilities!

By scheduling your Student Loan Consultation, you are engaging with our firm as a client for a limited, 60-minute consultation and have agreed to the terms and conditions below:

 

Student Loan Consultation Agreement

 

Our Firm’s Form Form ADV Part 2A, and Privacy Policy are located below to meet the delivery requirement set forth when you scheduled your Student Loan Consultation:

 

Form ADV Part 2A

Privacy Policy

 

Residents, Fellows, Early-Career Attendings

It All Begins with a Diagnosis…

At Dream Bigger Financial, we’re dedicated to setting early-career physicians on the right financial treatment plan.

With a comprehensive diagnosis, we guide you towards financial peace of mind, ensuring you can be your best self for your loved ones and patients.

Considering financial planning?

We’re currently accepting new patients!

If you prefer self-diagnosing, join us on social media!

We regularly share tips and tricks on lowering taxes, managing student loans, saving for retirement, and guiding you to live your best financial life.

 

Michael Putterman

Michael Putterman, CFP®

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☁  Virtually serving clients nationwide