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!).
I founded Mabery Consulting to support individuals who want to enter retirement with clarity and confidence. As a CFP® professional and the owner of a fee‑only, fiduciary advisor, I guide clients who want to understand how to prepare for retirement and how to pay themselves sustainably once they’re in it. My approach is warm, transparent, and grounded in the belief that retirement should feel secure, intentional, and deeply personal.
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 seen many individuals struggling with saving for retirement, surprise tax bills, budgeting, etc. without the knowledge to manage these pieces of the financial puzzle effectively. I’m dedicated to helping individuals align their financial strategies for long-term success and a better retirement.
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 you need to make informed financial decisions to prepare for retirement and confidently manage your income throughout your retirement years.
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®, CCFC
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!).
I founded Mabery Consulting to support individuals who want to enter retirement with clarity and confidence. As a CFP® professional and the owner of a fee‑only, fiduciary advisor, I guide clients who want to understand how to prepare for retirement and how to pay themselves sustainably once they’re in it. My approach is warm, transparent, and grounded in the belief that retirement should feel secure, intentional, and deeply personal.
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 seen many individuals struggling with saving for retirement, surprise tax bills, budgeting, etc. without the knowledge to manage these pieces of the financial puzzle effectively. I’m dedicated to helping individuals align their financial strategies for long-term success and a better retirement.
Your Financial Puzzle
Every aspect of your finances needs to fit together seamlessly, much like a puzzle:
- Income: Diversifying your income sources can protect against unexpected market downturns.
- Cash Flow: Effective budgeting and forecasting are vital to determining a successful retirement.
- Debt Management: Paying down debt before and after retirement require distinct approaches.
- Retirement Planning: Integrating all savings and investment accounts is essential for a secure retirement.
- Investment Strategy: Understanding how both retirement savings and retirement income planning 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 income streams.
- Estate Planning: Preparing for the future includes 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 you need to make informed financial decisions to prepare for retirement and confidently manage your income throughout your retirement years.
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®, CCFC
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