Typical Client Experience
Female small business owner
Jasmine, an owner property manager, wanted to know the pros and cons of keeping a rental property. The comparison I presented helped her make an informed decision to continue to hold and rent.
Female small business owner
Cindy, wanted an objective opinion on if using equity in her rental property for debt consolidation made since. I analyzed the loan proposal and she decided that taking on additional debt at that time was not in her best interest.
Family pictured outside new home
The Clark family inherited rental property close to retirement date. The financial plan I wrote for helped them to concretely see how the property income plays into their overall retirement income strategy.
​For more client experiences, see our dedicated page for client success briefs by clicking here.
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Dawn Mabery Chestnut is a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only Investment Advisor registered with the District of Columbia, Maryland, Connecticut and all states where exempt. Advisory services are only offered to clients or prospective clients where Mabery Consulting, LLC, and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.
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