Hi, I’m Dawn,
Navigating Financial Advice with Confidence
Financial advice can often feel overwhelming and complicated, but I’m here to change that. I’m not your typical financial advisor—I prioritize simplicity and clarity, speaking in straightforward language without the jargon. My goal is to provide genuine support rather than push sales, all in a friendly, approachable manner (no stuffy suits here!).
My journey into finance began in a large family where resources were limited. This experience ignited my passion for teaching basic financial literacy, which naturally evolved into a desire to help others with their financial futures and led me to establish my own financial planning and investment management firm.
Over time, I’ve noticed that real estate investors in my community often seek my expertise, forming the core of my client base. Alongside my husband, I have firsthand experience in both long-term leasing and short-term Airbnb rentals, allowing me to understand the challenges and opportunities in real estate. I’ve seen many individuals struggling with rental management, undervaluing properties, or inheriting assets without the knowledge to manage them effectively. After transitioning from two mortgages to a mortgage-free lifestyle, I’m dedicated to helping first-time and inexperienced real estate investors align their financial strategies for long-term success.
Your Financial Puzzle
Every aspect of your finances needs to fit together seamlessly, much like a puzzle:
My Commitment to You
As a fiduciary, your interests always come first. I adhere to a fee-only model, meaning I earn no commissions or referral fees and do not sell insurance products. My focus is solely on providing you with the guidance and coaching you need to make informed financial decisions.
I am a Washington, DC fee-only financial advisor serving clients locally, the metropolitan area including Montgomery County, Maryland and Prince Georges County, Maryland, greater Northern Virginia, and across the country.
Sincerely,
Dawn Mabery Chestnut, CFP®, MSPFP, MPAS™, AIF®
Navigating Financial Advice with Confidence
Financial advice can often feel overwhelming and complicated, but I’m here to change that. I’m not your typical financial advisor—I prioritize simplicity and clarity, speaking in straightforward language without the jargon. My goal is to provide genuine support rather than push sales, all in a friendly, approachable manner (no stuffy suits here!).
My journey into finance began in a large family where resources were limited. This experience ignited my passion for teaching basic financial literacy, which naturally evolved into a desire to help others with their financial futures and led me to establish my own financial planning and investment management firm.
Over time, I’ve noticed that real estate investors in my community often seek my expertise, forming the core of my client base. Alongside my husband, I have firsthand experience in both long-term leasing and short-term Airbnb rentals, allowing me to understand the challenges and opportunities in real estate. I’ve seen many individuals struggling with rental management, undervaluing properties, or inheriting assets without the knowledge to manage them effectively. After transitioning from two mortgages to a mortgage-free lifestyle, I’m dedicated to helping first-time and inexperienced real estate investors align their financial strategies for long-term success.
Your Financial Puzzle
Every aspect of your finances needs to fit together seamlessly, much like a puzzle:
- Rental Income: Effective bookkeeping and budgeting are crucial for forecasting profitability.
- Alternative Cash Flow: Diversifying your income sources protects against unexpected downturns in rental income.
- Debt Management: Personal and rental property debt require distinct approaches.
- Retirement Planning: Integrating savings and real estate investments is essential for a secure retirement.
- Investment Strategy: Understanding how real estate fits into your overall investment portfolio is key.
- Insurance Coverage: Protecting against major risks ensures your assets are safeguarded.
- Tax Optimization: Smart tax planning is vital for maximizing benefits from rentals and other income streams.
- Estate Planning: Preparing for the future includes exit strategies, managing incapacities, and planning for inheritances.
My Commitment to You
As a fiduciary, your interests always come first. I adhere to a fee-only model, meaning I earn no commissions or referral fees and do not sell insurance products. My focus is solely on providing you with the guidance and coaching you need to make informed financial decisions.
I am a Washington, DC fee-only financial advisor serving clients locally, the metropolitan area including Montgomery County, Maryland and Prince Georges County, Maryland, greater Northern Virginia, and across the country.
Sincerely,
Dawn Mabery Chestnut, CFP®, MSPFP, MPAS™, AIF®
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