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Dream Big Wealth Strategies

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uuid022y8s8

Namestring
Dream Big Wealth Strategies
Legal namestring
Dream Big Wealth Strategies, LLC
Websiteurl
dreambigwealthstrategies.com
Company typeenum
Private
Founded yearint
2007
Descriptiontext

Dream Big Wealth Strategies, LLC is a privately held financial planning and wealth advisory firm headquartered at 12 East Worcester Street in Worcester, Massachusetts, founded in 2007. The firm serves individual retail clients and families seeking holistic financial planning, retirement planning, college funding, insurance planning, and legacy planning, with a stated focus on clients ("Dream Chasers and World Changers") who want to align financial decisions with personal values and life purpose. The practice is led by founder Julianne Hertel, supported by an Operations Manager and a Client Service Assistant/intern, with advisory services legally delivered through Cornerstone Planning Group, LLC, an SEC-registered independent advisory firm.

The firm's core offering is anchored by the proprietary "Dream Big Blueprint," a holistic planning methodology developed by the founder, and is structured across three service tiers: Comprehensive Plans (5-7 meetings, full financial situation review), Start-Up and Restart Plans (3-5 meetings, for life transitions such as divorce), and Goal-Based Planning (1-3 meetings, for targeted needs such as retirement or college funding). Client-facing technology is provided through third-party integrations: eMoney Advisor for financial planning, Black Diamond for portfolio reporting, Schwab for brokerage, and American Funds for investment access. No proprietary software, mobile app, or AI/ML capability is developed or claimed by the firm.

The business model is consultative and engagement-based, with revenue generated through financial planning fees tied to engagement complexity and (via the Cornerstone RIA wrapper) any investment advisory fees on managed assets. Go-to-market is sales-led, relying on a Calendly-integrated website consultation flow, professional referrals from the MDRT and NAIFA networks, and founder-led speaking engagements at industry conferences (MDRT, NAIFA, Worcester Regional Chamber of Commerce). The firm operates in a single regional market (Massachusetts) with virtual meeting capability, and there are no public funding rounds, M&A activity, or ownership changes disclosed. Revenue and AUM figures are not publicly disclosed.

Short descriptiontext

Dream Big Wealth Strategies is a Worcester, MA-based financial planning and wealth advisory firm serving individual clients through a proprietary Dream Big Blueprint methodology, with three engagement tiers and advisory services delivered via SEC-registered Cornerstone Planning Group.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersWorcester, United States
HQ citystring
Worcester
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial planning services, wealth management advisory, investment advisory services, retirement planning services, holistic financial planning
Industry4 codes
1Financial Planning–Led RIAs
CodeFSAAACABPrimaryYes
2Financial Planning & Goals-Based Advice (Mass Affluent)
CodeFSAAAAAFPrimaryNo
3Comprehensive Financial Planning
CodeFSAEAAAAPrimaryNo
4Retirement & Pension Planning (401(k)/IRA)
CodeFSAEAAADPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Financial Planning & Wealth Advisory
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Financial Advisory Services
TypeSubscription Recurring
Description

Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission. Revenue is generated through financial planning fees based on engagement type and complexity.

dreambigwealthstrategies.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Pricing details3 tiers
1Comprehensive Plans - Full financial situation review with short and long-term goal development
ModelOtherBilling cadenceMulti-year contract
Notes

Typically involves 5-7 in-depth meetings. Charge applies for comprehensive plan.

dreambigwealthstrategies.com
2Start-Up and Restart Plans - Streamlined planning for those new to planning or experiencing life changes
ModelOtherBilling cadenceMulti-year contract
Notes

Typically involves 3-5 in-depth meetings. Ideal for divorce situations or life transitions.

dreambigwealthstrategies.com
3Goal-Based Planning - Immediate needs and significant life changes
ModelOtherBilling cadenceMulti-year contract
Notes

Typically entails 1-3 meetings. Addresses retirement planning, college funding, and insurance planning.

dreambigwealthstrategies.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Dream Big Wealth Strategies provides holistic financial planning and wealth advisory services through a proprietary Dream Big Blueprint methodology developed by founder Julianne Hertel. The firm offers three engagement tiers—Comprehensive Plans (5-7 meetings), Start-Up and Restart Plans (3-5 meetings), and Goal-Based Planning (1-3 meetings)—covering retirement planning, college funding, insurance planning, and legacy planning for individual clients. Advisory services are delivered through Cornerstone Planning Group, LLC, an SEC-registered independent advisory firm.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Dream Big Wealth Strategies is a financial advisory firm offering personalized wealth management and financial planning services through three service tiers—Comprehensive Plans, Start-Up and Restart Plans, and Goal-Based Planning—anchored by the proprietary Dream Big Blueprint methodology. The firm provides advisory services through Cornerstone Planning Group, LLC and leverages integrated platforms including Black Diamond (portfolio reporting), Schwab (brokerage), American Funds (investments), and eMoney Advisor (financial planning software) to deliver holistic wealth strategies to clients.

Product and service4 records
1Dream Big Blueprint
CategoryFinancial Planning Methodology
Description

Holistic financial planning process designed to simplify money decisions and align finances with client values and life goals. Signature methodology developed by founder Julianne Hertel that anchors all service tiers offered by the firm.

2Comprehensive Plans
CategoryFinancial Advisory Service
Description

Full-service financial planning involving thorough review of current financial situation, goal identification, and multi-step plan development, typically requiring 5-7 in-depth meetings. For individual clients and families seeking comprehensive financial planning including retirement, college funding, insurance, and legacy planning.

3Start-Up and Restart Plans
CategoryFinancial Advisory Service
Description

Streamlined planning service for clients new to financial planning or experiencing life transitions such as divorce, typically involving 3-5 in-depth meetings. Addresses immediate planning needs during significant life changes.

4Goal-Based Planning
CategoryFinancial Advisory Service
Description

Targeted planning for specific immediate needs such as retirement planning, college funding, and insurance planning, typically entailing 1-3 meetings. Addresses discrete financial planning needs for individual clients.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Cornerstone Planning Group, LLC
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission. This is the registered RIA entity through which Dream Big Wealth Strategies delivers its advisory services.

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Carson Wealth
TypeBroad incumbent
Description

Large independent RIA group providing comprehensive financial planning, investment management, and tax services to individuals and families. Comparable holistic planning approach though at significantly greater scale.

2Halbert Hargrove
TypeRegional player
Description

Independent fee-only RIA serving HNW individuals and families with comprehensive financial planning and investment advisory services. Comparable fiduciary, planning-led approach on a smaller scale.

3Buckingham Strategic Wealth
TypeDirect peer
Description

Independent, fee-only RIA focused on comprehensive financial planning for individuals and families. Comparable in fiduciary planning-led model and target client segment (mass-affluent).

4Cornerstone Planning Group, LLC
TypeDirect peer
Description

The SEC-registered RIA through which Dream Big Wealth Strategies delivers its advisory services. Operates the same fiduciary advisory model and serves as the regulatory and operational backbone for Dream Big's client relationships.

5Creative Planning
TypeBroad incumbent
Description

One of the largest independent RIAs in the U.S., offering comprehensive financial planning and wealth management to mass-affluent and HNW households. Comparable fiduciary planning-led model at very different scale.

6Savant Capital Management
TypeRegional player
Description

Mid-sized fee-only RIA with significant presence in the Midwest. Comparable as a comprehensive financial planning and wealth management firm serving mass-affluent and HNW individuals through a fee-based fiduciary model.

7Personal Capital (now Empower Personal Dashboard)
TypeBroad incumbent
Description

Hybrid digital wealth management and financial planning platform serving mass-affluent and emerging HNW clients. Comparable target market and hybrid advice model combining digital tools with human advisors.

8Moneta Group
TypeBroad incumbent
Description

Large independent RIA offering comprehensive financial planning, investment management, and family office services. Comparable in fiduciary, planning-led advisory model though significantly larger and multi-state.

9Wealth Enhancement Group
TypeBroad incumbent
Description

National independent wealth management firm serving mass-affluent and HNW clients through financial planning and investment advisory services. Comparable service model with broader geographic reach.

10Betterment
TypeEmerging player
Description

Leading digital wealth management platform offering automated investment advisory and financial planning. Represents the emerging robo-advisor and hybrid advice category competing for the same mass-affluent planning clients Dream Big serves.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration4 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Dream Big Wealth Strategies

Financial Planning & Wealth Advisorydreambigwealthstrategies.com

Dream Big Wealth Strategies is a Worcester, MA-based financial planning and wealth advisory firm serving individual clients through a proprietary Dream Big Blueprint methodology, with three engagement tiers and advisory services delivered via SEC-registered Cornerstone Planning Group.

What Dream Big Wealth Strategies does

Dream Big Wealth Strategies, LLC is a privately held financial planning and wealth advisory firm headquartered at 12 East Worcester Street in Worcester, Massachusetts, founded in 2007. The firm serves individual retail clients and families seeking holistic financial planning, retirement planning, college funding, insurance planning, and legacy planning, with a stated focus on clients ("Dream Chasers and World Changers") who want to align financial decisions with personal values and life purpose. The practice is led by founder Julianne Hertel, supported by an Operations Manager and a Client Service Assistant/intern, with advisory services legally delivered through Cornerstone Planning Group, LLC, an SEC-registered independent advisory firm.

The firm's core offering is anchored by the proprietary "Dream Big Blueprint," a holistic planning methodology developed by the founder, and is structured across three service tiers: Comprehensive Plans (5-7 meetings, full financial situation review), Start-Up and Restart Plans (3-5 meetings, for life transitions such as divorce), and Goal-Based Planning (1-3 meetings, for targeted needs such as retirement or college funding). Client-facing technology is provided through third-party integrations: eMoney Advisor for financial planning, Black Diamond for portfolio reporting, Schwab for brokerage, and American Funds for investment access. No proprietary software, mobile app, or AI/ML capability is developed or claimed by the firm.

The business model is consultative and engagement-based, with revenue generated through financial planning fees tied to engagement complexity and (via the Cornerstone RIA wrapper) any investment advisory fees on managed assets. Go-to-market is sales-led, relying on a Calendly-integrated website consultation flow, professional referrals from the MDRT and NAIFA networks, and founder-led speaking engagements at industry conferences (MDRT, NAIFA, Worcester Regional Chamber of Commerce). The firm operates in a single regional market (Massachusetts) with virtual meeting capability, and there are no public funding rounds, M&A activity, or ownership changes disclosed. Revenue and AUM figures are not publicly disclosed.

Dream Big Wealth Strategies firmographics

Firmographics
Name
Dream Big Wealth Strategies
Legal name
Dream Big Wealth Strategies, LLC
Website
https://dreambigwealthstrategies.com
Company type
Private
Founded year
2007
Operating status
Operating
Headcount range
1–10 employees
Short description
Dream Big Wealth Strategies is a Worcester, MA-based financial planning and wealth advisory firm serving individual clients through a proprietary Dream Big Blueprint methodology, with three engagement tiers and advisory services delivered via SEC-registered Cornerstone Planning Group.
Ownership category
akta.pro rank

Dream Big Wealth Strategies industry classification

Industry
Product category
Financial Planning & Wealth Advisory
NAICS
Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industries
Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Comprehensive Financial Planning (FSAEAAAA), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

Keywords

  • Financial planning services
  • Wealth management advisory
  • Investment advisory services
  • Retirement planning services
  • Holistic financial planning

Where Dream Big Wealth Strategies is headquartered

Location

Headquarters

HQ city
Worcester
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Dream Big Wealth Strategies business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

  1. Financial Advisory Services: Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission. Revenue is generated through financial planning fees based on engagement type and complexity.

Pricing tiers

ModelBillingPrice
OtherMulti-year contractComprehensive Plans - Full financial situation review with short and long-term goal development
OtherMulti-year contractStart-Up and Restart Plans - Streamlined planning for those new to planning or experiencing life changes
OtherMulti-year contractGoal-Based Planning - Immediate needs and significant life changes

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Dream Big Wealth Strategies product offering

Product offering

Core offering

Dream Big Wealth Strategies provides holistic financial planning and wealth advisory services through a proprietary Dream Big Blueprint methodology developed by founder Julianne Hertel. The firm offers three engagement tiers—Comprehensive Plans (5-7 meetings), Start-Up and Restart Plans (3-5 meetings), and Goal-Based Planning (1-3 meetings)—covering retirement planning, college funding, insurance planning, and legacy planning for individual clients. Advisory services are delivered through Cornerstone Planning Group, LLC, an SEC-registered independent advisory firm.

Product overview

Dream Big Wealth Strategies is a financial advisory firm offering personalized wealth management and financial planning services through three service tiers—Comprehensive Plans, Start-Up and Restart Plans, and Goal-Based Planning—anchored by the proprietary Dream Big Blueprint methodology. The firm provides advisory services through Cornerstone Planning Group, LLC and leverages integrated platforms including Black Diamond (portfolio reporting), Schwab (brokerage), American Funds (investments), and eMoney Advisor (financial planning software) to deliver holistic wealth strategies to clients.

Differentiator

Problem solved

Functional benefit

Products and services

  • Dream Big Blueprint Holistic financial planning process designed to simplify money decisions and align finances with client values and life goals. Signature methodology developed by founder Julianne Hertel that anchors all service tiers offered by the firm.
  • Comprehensive Plans Full-service financial planning involving thorough review of current financial situation, goal identification, and multi-step plan development, typically requiring 5-7 in-depth meetings. For individual clients and families seeking comprehensive financial planning including retirement, college funding, insurance, and legacy planning.
  • Start-Up and Restart Plans Streamlined planning service for clients new to financial planning or experiencing life transitions such as divorce, typically involving 3-5 in-depth meetings. Addresses immediate planning needs during significant life changes.
  • Goal-Based Planning Targeted planning for specific immediate needs such as retirement planning, college funding, and insurance planning, typically entailing 1-3 meetings. Addresses discrete financial planning needs for individual clients.

Companies that use Dream Big Wealth Strategies

Customer profile

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Dream Big Wealth Strategies technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Dream Big Wealth Strategies partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Cornerstone Planning Group, LLCcoreStrategic or Co-development PartnerAdvisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission. This is the registered RIA entity through which Dream Big Wealth Strategies delivers its advisory services.

Scale indicators2 records

Expansion highlights4 records

Dream Big Wealth Strategies competitors and assessment

Company assessment

Broad incumbents

  • Carson Wealth: Large independent RIA group providing comprehensive financial planning, investment management, and tax services to individuals and families. Comparable holistic planning approach though at significantly greater scale.
  • Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial planning and wealth management to mass-affluent and HNW households. Comparable fiduciary planning-led model at very different scale.
  • Personal Capital (now Empower Personal Dashboard): Hybrid digital wealth management and financial planning platform serving mass-affluent and emerging HNW clients. Comparable target market and hybrid advice model combining digital tools with human advisors.
  • Moneta Group: Large independent RIA offering comprehensive financial planning, investment management, and family office services. Comparable in fiduciary, planning-led advisory model though significantly larger and multi-state.
  • Wealth Enhancement Group: National independent wealth management firm serving mass-affluent and HNW clients through financial planning and investment advisory services. Comparable service model with broader geographic reach.

Regional players

  • Halbert Hargrove: Independent fee-only RIA serving HNW individuals and families with comprehensive financial planning and investment advisory services. Comparable fiduciary, planning-led approach on a smaller scale.
  • Savant Capital Management: Mid-sized fee-only RIA with significant presence in the Midwest. Comparable as a comprehensive financial planning and wealth management firm serving mass-affluent and HNW individuals through a fee-based fiduciary model.

Direct peers

  • Buckingham Strategic Wealth: Independent, fee-only RIA focused on comprehensive financial planning for individuals and families. Comparable in fiduciary planning-led model and target client segment (mass-affluent).
  • Cornerstone Planning Group, LLC: The SEC-registered RIA through which Dream Big Wealth Strategies delivers its advisory services. Operates the same fiduciary advisory model and serves as the regulatory and operational backbone for Dream Big's client relationships.

Emerging players

  • Betterment: Leading digital wealth management platform offering automated investment advisory and financial planning. Represents the emerging robo-advisor and hybrid advice category competing for the same mass-affluent planning clients Dream Big serves.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Dream Big Wealth Strategies social profiles

Digital presence

Dream Big Wealth Strategies compliance and trust

Trust signal

Compliance1 record

Dream Big Wealth Strategies financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Dream Big Wealth Strategies leadership team

Management profile

Number of profiles

Profiles3 records

Dream Big Wealth Strategies funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Dream Big Wealth Strategies M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dream Big Wealth Strategies

What does Dream Big Wealth Strategies do?

Dream Big Wealth Strategies provides holistic financial planning and wealth advisory services through a proprietary Dream Big Blueprint methodology developed by founder Julianne Hertel. The firm offers three engagement tiers—Comprehensive Plans (5-7 meetings), Start-Up and Restart Plans (3-5 meetings), and Goal-Based Planning (1-3 meetings)—covering retirement planning, college funding, insurance planning, and legacy planning for individual clients. Advisory services are delivered through Cornerstone Planning Group, LLC, an SEC-registered independent advisory firm.

Is Dream Big Wealth Strategies a public or private company?

Dream Big Wealth Strategies is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Dream Big Wealth Strategies founded?

Dream Big Wealth Strategies was founded in 2007. It employs 1 to 10 people.

Where is Dream Big Wealth Strategies based?

Dream Big Wealth Strategies is headquartered in Worcester, United States, in the North America region.

How does Dream Big Wealth Strategies make money?

One revenue line is on record: financial Advisory Services.

Who are Dream Big Wealth Strategies's main competitors?

Broad incumbents on record are Carson Wealth, Creative Planning, Personal Capital (now Empower Personal Dashboard), Moneta Group and Wealth Enhancement Group. Regional players are Halbert Hargrove and Savant Capital Management. Direct peers are Buckingham Strategic Wealth and Cornerstone Planning Group, LLC. Betterment is listed as an emerging player.

Does Dream Big Wealth Strategies have an API?

No public API is recorded for Dream Big Wealth Strategies.

What industry is Dream Big Wealth Strategies in?

Dream Big Wealth Strategies's product category is Financial Planning & Wealth Advisory. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 52394 and its SIC code is 6282.

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