Dream Bigger Financial provides financial planning for medical students, residents, and physicians, particularly those managing student loans. Led by Michael Putterman, a CFP® professional and fiduciary, the firm helps clients connect loan repayment choices with taxes, investing, savings, insurance, and broader financial goals. Its concierge planning addresses student loan strategy, tax planning, spending, workplace benefits, income protection, life insurance, estate planning, career growth, and major financial decisions.

Clients can also book a one-time student loan strategy session, request disability or life insurance quotes, and access educational resources and calculators for repayment plans, eligibility, married couples, and Public Service Loan Forgiveness tracking. Dream Bigger Financial emphasizes coordinated decisions, such as aligning tax filing and income choices with loan payments, rather than treating each financial issue separately. The firm offers a free introductory call and publishes guides and blog content for physicians.

Its website describes client examples and testimonials, while noting that outcomes vary and individual experiences are not representative of all clients