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“Which financial guides are most popular/requested?” I frequently hear this question. With nearly 100 different checklists, flowcharts, and reference guides, there are a lot of choices.   

To give you quick access to an often-used guide, I offer the top 3 downloaded checklists, flowcharts, and summary guides, which may be useful when you least expect it.

​Request your guide, flowchart or checklist using the form below.


2023 Guides
January - What Issues Should I Consider if I want to Save More?
February - What Issues Should I Consider At The Start Of The Year?
Future Months - TBD

Top 3 Requested Guides 
What Issues Should I Consider When Reviewing My Estate Planning Documents? 
Use this checklist to guide your review on common estate planning documents, including wills, living trusts, irrevocable trusts, powers of attorney, and living wills.

Important Numbers: Stay up-to-date on the numbers that affect your finances using this Quick Reference Guide.

Master List Of Goals: Helps yous Identify and prioritize which goals are the most important to you.


    Request your Guide, Flowchart or Checklist (1 max)

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​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
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  • Financial Planning
  • About
  • Podcast
  • Blog
  • Free Guides
  • Schedule Meeting