Plan to prosper, have hope, and enjoy the future

Dawn C. Abernathy, CFP®

Financial Planner
at Core Planning, LLC

Specializing in building and maintaining your 1st and 2nd generation wealth

Investment Management

Flat-fee or Fee-only Financial Planning

Hourly Financial Planning

Financial Education

NO product sales, NO commissions,
NO greed, and NO asset minimums

Many people can build financial security and wealth when there is access to the right guidance, financial education, and the ability to start from any point in life.

Why us?

We live and understand the journey of building new financial confidence, new wellness, and new wealth as you may also set up the next generation for financial success.

We can meet you wherever you are in your financial journey with confidential and unbiased financial planning that is in YOUR best interests .

What does financial planning look like?
How could it assist you with making your dreams reality?

See examples of how we change lives.

We serve with our values in mind.
This is why we do what we do.

This includes:

  • Bringing access to high-quality financial planning and education to more women and diverse populations to close wealth gaps and reduce financial inequality

  • Serving people in every financial situation with empathy and understanding

  • Supporting diversity, equity, and inclusion (DEI) through efforts to increase the number of Black and African American financial planners, woman financial planners, and financial planners from other underrepresented groups

Workshops and presentations on financial topics can be given to groups to spread financial knowledge.

We are glad to fulfill media requests for financial insights or opinions.

More questions?

Feel free to start with our Frequently Asked Questions (FAQ) and contact us with as needed.

Current clients have access to apps and updates along their journey. Become a client to gain access to all of what we offer.