San Diego Certified Financial Planner Advising Women of Wealth in Transition

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.