Plan to prosper, have hope, and enjoy the future

Dawn C. Abernathy, CFP®

Sports & Entertainment Accredited Wealth Management Advisor 
(SE-AWMA®)

Financial Planner
at Core Planning, LLC

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

Flat-fee Financial Planning

1 Session of Financial Planning and Advice

Investment Management

Wealth Management

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 .

Schedule a FREE 30-minute introduction to learn about financial planning and advice, invest management, or financial education services

OR

Schedule a private, 1-hour live video or phone session of financial planning and advice with written next steps
($300)

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

Financial education workshops and presentations can be given to groups to spread financial knowledge.

We share knowledge to the public through MoneyAuntie.

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

Our financial education and financial planning insights have been in national news publications including NerdWallet, CNBC, and Financial Planning. We appear on podcasts as well!

More questions?

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