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Helga Cuthbert, CFP®

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Helga Cuthbert, CFP®

Cuthbert Financial Guidance
836 Sycamore Street
Decatur GA 30030
I continue to serve clients but I am not accepting NEW clients at this time. If you are not a client, please contact another Garrett Member in our area.


Specialties and Fee Structures: Hourly, Fixed Fees

About

Guiding you toward financial growth.

Helga Cuthbert, CFP® is founder and Principal of Cuthbert Financial Guidance (CFG) a fee-only financial planning and Registered Investment Advisory firm. Located in the Emory University area of Atlanta, Cuthbert Financial Guidance provides professional financial planning and investment advice. CFG is committed to helping clients from all walks of life achieve peace of mind and improve their lives by making the most of their financial resources. “I am passionate about helping individuals and families create their blueprint and road map for their financial well being,” says Helga. “I want to be their trusted guide and will work hard to earn their respect.”

Helga founded Cuthbert Financial Guidance to offer independent, objective client education and personalized financial guidance. Because she wanted her firm to be accessible to all people, without regard to income or net worth requirements, Helga determined that providing advice to her clients on an hourly, as-needed basis was the best way to structure her practice.

Not accepting commissions or any other outside compensation enables CFG to be completely objective, without any unnecessary conflicts of interest. As a result, the advice clients receive is tailored specifically to their needs.

Services include:

-One-time or ongoing advice
-Second opinions
-Financial check-ups
-Specific advice on a financial concern
-Portfolio design and asset allocation
-College planning and education funding
-Periodic reviews and plan updates
-Budget Counseling
-Ability for Do-It-Yourselfers to implement the advice provided, on their own

 About Helga Cuthbert

In 1979, Helga received her B.S. in Business Administration from Mississippi State University and her Masters in Public Policy Administration in 1981. Before founding CFG, she was a Vice President and Trust Officer for SunTrust Bank where she aided affluent individuals and families with their daily financial needs as well as provided retirement and estate planning techniques.

In September 1999, she completed the 18 month long Financial Planning Certificate Program with Oglethorpe University in preparation for taking the CFP® Certification Examination. She passed this rigorous, comprehensive two-day, 10-hour exam in November 1999. Having met the education, examination, experience and ethics requirements set forth by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc., Helga received authorization to use the CFP marks of distinction in July 2001.

Helga taught the Retirement Planning module of the CFP® certification program at Oglethorpe University in 2001 and 2002 to CFP® certification candidates. In 2003 Helga obtained her Certified Divorce and Financial Analyst designation. She is a member of the Financial Planning Association, the internationally recognized organization for financial services professionals dedicated to championing the financial planning process, and The Garrett Planning Network, Inc., a nationwide network of Fee-Only advisors dedicated to serving people from all walks of life on an hourly, as-needed basis.

“I strive to educate, motivate and empower clients to confidently move toward realization of their dreams,” she says. “I love my role. It gives me an enormous sense of satisfaction to help regular people, just like me, send their kids to college, build for the future, retire worry-free, and enjoy a better night’s sleep.”

Helga lives in Decatur, Georgia, with her husband and daughter. They enjoy gardening, being soccer parents and volunteering in their community. “Gardening is the ultimate relaxation. Just like helping my clients plant and grow the seeds of financial success, I love nurturing plants and helping them grow to their strongest, richest best.”

Follow Your Path to a Brighter Financial Future

Are you ready to move forward and realize your dreams? Helga invites you to schedule a complimentary, no-obligation Get Acquainted meeting to help you better understand your needs and how she can help you build a brighter financial future.

Contact Me

Phone: (404) 633-6420

Specialties and Fee Structures: Hourly, Fixed Fees

My Email: helga@cuthbertfinancial.com

My Website: http://www.CuthbertFinancial.com

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