Elisabeth Cullington was recently selected to be a part of TD Ameritrade’s Human Finance Project. Elisabeth was also featured at TD’s national conference in Orlando, Florida. To learn more about Elisabeth's feature and the TD Ameritrade Human Finance Project, click here.
To watch the full video that TD Ameritrade did on Elisabeth, please click below.
We work with women and their families to attain financial balance in their lives. With life being busier than ever, it's no wonder so many of us find ourselves inadequately prepared for unforeseen emergencies and even expected transitions like retirement. The financially balanced life is about saving and spending, reaping and sowing, living and giving. We don't just work with you to manage your wealth, we collaborate with you and other trusted advisers like attorneys, tax professionals, and realtors to coordinate your total wealth picture.
We work closely with our clients to provide a holistic and comprehensive strategy around current and future wealth. We have extensive expertise in advising couples, pre and post divorce work, estate planning, business and career planning, and charitable capacity.
There is an incredible opportunity to make financial decisions out of confidence, not fear, that align with your values and priorities. Helping our clients to be more aware of their financial picture, guiding them to make smart, informed decisions about their investments, and enjoying an authentic and trusting relationship along the way is what it is all about. We are a safe, judgment-free relationship for women and their families. And while the thought of visiting with a financial advisor may sound like a chore or maybe you have some reservations, we try to make the experience as fun (yes fun!) and rewarding as possible.