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.
​Disclosures Disclaimer  Privacy Policy  ADV
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. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at (202) 670-6659 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Mabery Consulting with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.maberyconsulting.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
ALL RIGHTS RESERVED   COPYRIGHT © 2011
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