What We Do
Mabery Consulting provides comprehensive personal financial planning education. We advise and educate in both one-on-one and group formats. The one-on-one allows individuals to receive customized advice and instruction that is tailored to their unique needs. The group sessions allow for engaged learning, with peers, of the foundation principles of money management. Our clients are diverse, ranging from individuals to local and national non-profits that seek to provide financial assistance to their member base.
We are committed to financial empowerment in communities, where our support can make a meaningful and lasting difference.
How We Differ From Others
Our work stems from the belief that personal money management is a basic yet vital life skill that should be available to everyone. Traditional personal financial planning is only within reach for a select few who can afford to pay thousands of dollars to firms each year. We disagree with this long-standing practice. Disrupting the status quo, we authored a curriculum to help those who are truly motivated to apply the strategies and tips of personal financial planning to better their finances. We strive to make comprehensive financial planning skills more widely accessible.
Focus on Immediate Needs and Importance of Long-term Planning
Our approach is not piecemeal. To fully get control of finances, one must take a deep-dive look into all parts that make up the complete financial picture. Most financial literacy focuses on a few areas like budgeting, savings, or debt and typically are more geared toward addressing immediate short-term needs. Our services include providing an understanding of the benefits of addressing both immediate needs and also having long-term strategies for taxes, investing, retirement, insurance, estate planning, home purchase, starting a business, and education savings. A comprehensive approach to money management is more effective and impactful for building wealth.
How We Do It
We spend time getting to understand the clients’ financial motivations, pain points and overall current financial position. We then help them to perform an analysis of their financial strengths and challenges. Finally, we bring our practical strategies, tips and expertise to help clients develop a financial plan of action to better their financial position.
We bring massive value to client finances that will have lasting transformational impact on their lives.
Dawn’s credentials include a Certificate of Financial Planning from Georgetown University, Series 65/Uniform Investment Advisor License, and Certificate of Financial Education Instruction.
Dawn is a proud graduate of Spelman College. She enjoys gardening and jogging. She lives in Washington, DC with her husband, Sa’id.