MABERY CONSULTING, LLC
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There's still time to make smart money moves before the end of the year.

Promotion - Mini Financial Planning Session

The holidays and the end of the year are almost here! Tackle some of the financial goals that you haven’t been able to get to all year. There’s still time to get started.  Introducing the Mini Financial Plan Session, your opportunity to get focused and gain practical tips with the guidance of a CERTIFIED FINANCIAL PLANNER™. Take your pick from these exciting options:
  1. Solid Budgeting: Say goodbye to wondering how your money disappears and take control of your finances.​
  2. GOALS to ACTION: Transform a financial idea into an actionable plan that delivers results.
  3. Boss Mode: Ready to start your own business, but don’t know where to start? Gain insights from a seasoned solo entrepreneur.

​This offer includes…
  1. Virtual meeting with screen sharing
  2. Up to 60 minutes meeting with a CERTIFIED FINANCIAL PLANNER™
  3. Bullet point email of discussion recommendations
  4. Recommendations in your best interest (I‘m a fiduciary!)
  5. No product or sales commission (I’m fee-only!)
  6. Online scheduling and pay

This offer does NOT include investment advice. Please see my other services, if you need investment advice.

Don't miss out on this opportunity to level up your financial game!

Pricing: Fixed fee of $725per issue for individuals and $1,000 per issue for couples. A non-refundable registration fee of $250 for individuals and $340 for couples is due at signing of the contract. This amount will be subtracted from your final invoice.  For example, the final invoice for a couple will be $1,000 - $340 = $660. Total final invoice payment is due upon receipt.

​At this time, this promotion is not eligible to residents of Louisiana, Texas and Maryland.

    Register for the Mini Financial Planning Session

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    Please select ONLY ONE.
    At this time, this promotion is not eligible to residents of Louisiana, Texas and Maryland.
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​Disclosures Disclaimer  Privacy Policy  ADV
Dawn Mabery Chestnut is a Fee-Only Investment Advisor registered with the District of Columbia, Maryland, 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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