MABERY CONSULTING, LLC
  • Home
  • About
  • Blog
  • Podcast
  • Free Guides
  • Contact Me
  • Services
Picture
Picture
Family pictured outside new home
Kim left her job for self-employment. She wanted to know the pros and cons of sole proprietorship and an actual legal business structure. I shared the information for several options. For peace of mind, she chose the one that protects her family's home from being liquidated to cover business liabilities.

 Planning Relationship

​Building a relationship over time and addressing overall personal and business financial circumstances yields more impactful financial results than piecemeal transactions.

Comfort with technology as financial planning services are provided virtually.

Email support, quarterly virtual check-in meetings, monthly content on financial topics.

Fee-only, fiduciary advisor who does not sell insurance nor make commissions.


See additional criteria below.
​

Motivation
Passive Investment Style
Business Type

To learn more, Contact Me
​Disclosures Disclaimer  Privacy Policy  ADV
Dawn Mabery Chestnut is a Fee-Only Investment Advisor registered with the District of Columbia, 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 © 2021
​
  • Home
  • About
  • Blog
  • Podcast
  • Free Guides
  • Contact Me
  • Services