Helga Cuthbert (CFP®)

Planning Specialties

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, she determined that providing advice to her clients on an hourly project basis was the best way to structure her practice. She 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. She is passionate about helping individuals and families create their blueprint and road map for their financial well being, wants to be their trusted guide and will work hard to earn their respect. The advice clients receive is tailored specifically to their needs. “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.” 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