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 CERTIFIED FINANCIAL PLANNER™ and a Fee-Only Investment Advisor registered with the District of Columbia, Maryland, Connecticut and all states where exempt. Advisory services are only offered to clients or prospective clients where Mabery Consulting, LLC, and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.
ALL RIGHTS RESERVED   COPYRIGHT © 2011​
  • About
  • Blog
  • Podcast
  • Contact Me
  • Services
  • Real Estate Investors
  • Client Success