✕

What Are Your Dreams?

OUR DREAM

Is to help our clients make their dreams come true with collaborative and comprehensive financial planning.

OUR VALUES

thought-bubble

Dream

Think big, dream bigger

chart-pie

Simplicity

Keeping planning easy so the visions can be bolder

Bespoke

Customized planning that
adapts to you

Love

Do all things with love

earth-americas

A Better World

Let’s make a difference
together

THE DREAM BIG BLUEPRINT

Your life. Your dreams. A plan to bring them together.

Brick wall and trowel icon representing the Background step

Background

Understanding Your Story

Every great plan begins with understanding you. We take the time to learn what matters most, where you are today, and what you want your money to make possible. Because your financial future should reflect more than numbers. It should reflect your life.

Blueprint and pencil icon representing the Blueprint step

Blueprint

Designing What’s Possible

We turn your goals, priorities, and financial picture into a thoughtful, personalized strategy. Together, we’ll create a clear path forward, helping you understand your options, make confident decisions, and see how the pieces of your financial life fit together.

House icon representing the Build step

Build

Bringing Your Dreams to Life

A great plan is only the beginning. We help put your strategy into action, coordinate the moving pieces, and make adjustments as life evolves. We’re here to guide you, celebrate milestones, and help you keep moving toward the life you envision.

Your blueprint isn’t a one-time plan.
It’s an ongoing partnership that evolves with you.

THE DREAM BIG DIFFERENCE

In today’s complex world, hard-working people often live their lives maxed out, distracted and overwhelmed, never stopping to define what they’re trying to accomplish. Here at Dream Big Wealth Strategies, we know that when you clarify your dreams and bring them into focus, momentum will follow.

You can accomplish more in life than you ever thought possible.

Learn More
Get In Touch
Julianne Hertel

CONTACT JULIANNE

12 East Worcester Street
Worcester, MA 01604

Phone: (508) 470-4848
Fax: (508) 470-6454
julianne@dreambigwealth.com

Facebook Linkedin
REQUEST A MEETING WITH JULIANNE

See How We Help You Dream Bigger

10 Visuals in 10 Days!

Start Your Financial Journey! Get our short email series covering the foundations of financial planning and investing. Learn practical concepts, build confidence, and stay informed with helpful insights delivered straight to your inbox.

Welcome to the Dream Big newsletter!

A little money wisdom, a little behind-the-scenes Dream Big, and plenty of things worth knowing - delivered to your inbox once a month. We’re so glad you’re here.

DISCLOSURE

Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

Content contained herein is for informational purposes only and is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

Schedule a Meeting