San Diego Financial Planner
As a seasoned and experienced
San Diego financial planner, Elisabeth Cullington, CFP, CDFA, is known for maintaining her clients trust while helping them meet their financial goals.
San Diego Financial Advisor
Financial planning is a field that has been around for many years, but the actual process is still a mystery to many. The average financial advisor charges fees for their services, which traditionally mean that the client will expose their assets, liabilities, wherewithal, goals, and aspirations to the planner. The advisor then takes that information and crafts it into a working plan. Unfortunately, most planners fail to follow up after the initial plan design is put into play. This inevitably leads to long-term plan failure.
As a
San Diego financial planner, Elisabeth Cullington, CFP, CDFA, has crafted a somewhat different approach in that she takes on a partnership with the client. The partnership involves doing many of the same things that the average planner does, but because they develop a long-term plan, the extraordinary fees can often times be circumvented. The way this is done is to bring the clients entire picture to the surface, including all of the hidden assets.
San Diego Financial Planning
As a San Diego financial advisor, Elisabeth Cullington, CFP, CDFA, is focused on providing personalized financial planning to her clients through her professional advice and management services.
Financial Advisor
Her mission is to promote the long term financial well being of her clients. It is her intention to pool her talents, resources and years of experience with other San Diego Financial Advisors in the HoyleCohen firm in order to provide the most comprehensive and objective analysis possible. She will strive to work hand in hand with your existing advisors to build a synergistic effect that will empower you to achieve greater levels of financial freedom by having all of your trusted advisors see your goals and objectives from the same viewpoint, thereby maximizing your potential for financial security and success.
A hidden asset is one that is easy to quantify, but difficult to use in the financial plan. For most people, this means taking their home equity and making it an essential part of the plan. By making your home equity the foundation, instead of the unusable asset, leverage becomes the dominant feature of the plan. And when you can maximize with leverage, the client positions many thousands of dollars they never thought possible into their future. The planner gets a much bigger slice of pie to work with, and essentially can offset any fees that they needed to charge, as before. The end result should always be client focused, not asset driven.
With Elisabeth Cullington, CFP, CDFA, the client takes the first position, and all secondary positions. If she can’t cultivate maximum productivity for her client accounts, she won’t take on the client. For more information about becoming a CULLINGTON CLIENT or to schedule an interview with Ms. Cullington, please contact Elisabeth Cullington, CFP by email at ecullington@yahoo.com or by phone at 858.576.7300.
Thanks for this list of resource for a financial advisor. It is really nice to have multiple options to choose from when looking for a qualified professional that is also a good personality fit.
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