Helga Cuthbert (CFP®)

Helga Cuthbert focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management

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

Additional Information

About Helga 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 TFG, 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. Helga has taught the Retirement Planning module of the CFP® certification program at Oglethorpe University to CFP® certification candidates. She is a board member of the Financial Planning Association Georgia Chapter, 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. Helga lives in Decatur, Georgia, with her husband and daughter. They enjoy gardening 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.”

NAPFA Start Date

September 02, 2004


This Office

836 Sycamore St Decatur, GA 30030-2063 Phone: (404) 633-6420 Fax: (404) 420-2547