Elizabeth Tilghman McFadden,  CFP<sup>&reg;</sup> - Financial Advisor

Elizabeth Tilghman McFadden, CFP®

CDFA®

Principal and Founder

Lifetime Planning, LLC

10355 NE Valley Rd, Unit 126
Rollingbay, WA 98061-0008
(360) 564-6749 CONNECT WITH Elizabeth
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General

Elizabeth McFadden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lifetime Planning, LLC in Rollingbay, WA and the surrounding communities.

Financial Advisor Overview

Elizabeth is a 23 year financial services professional, having served in the role of financial planner since 2000. Elizabeth holds a BA in Psychology and she obtained her CFP ® designation in 2004. She brings backgrounds from the banking industry, the dually registered RIA/ broker-dealer sector and independent RIA space. After the 2008 financial collapse, Elizabeth became a vocal leader for financial services regulatory reform and the fiduciary standard, serving on The Financial Planning Association’s National Government Relations Council from 2009-2011. Elizabeth’s passion for divorce planning was ignited in 2009 when she was first trained in Collaborative Practice. She served as board member for the Memphis Collaborative Alliance and in 2015 she was appointed by the State of Tennessee Supreme Court as a Rule 31 Family Mediator. Elizabeth also holds the CDFA® designation. She is a member of King County Collaborative Law in Seattle. Her other professional interests include women and finance, financial therapy, estate administration and behavioral finance. Elizabeth is a born and bred southerner and she spent her life in both Atlanta and Memphis before she and her family relocated to Bainbridge Island in 2018. She adores living on an island so close (& yet so far away) to bustling Seattle. She is mother to two teenagers and both she and her husband both enjoy hiking, trail riding, kayaking and generally anything involving the great outdoors.

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Financial Advisor Experience

Comprehensive fee-only financial planning, divorce financial planning, collaborative divorce, and financial mediation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst (TM) (CDFA)

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Employee Benefits, Getting Divorced, Government & Military, Limited Partnerships, Mutual Funds, Getting Married, Identity Theft, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources