KendallTodd Home Page Manage cash and liabilities. Revolutionary software and content designed for consumers.
Used by thousands of lenders and advisors. Supported by the nation’s top financial institutions.

 

 

  

 

 

 

 

 

 

 

 

 

 

 


About Us


KendallTodd, Inc. is the leading provider of strategy, content, training and tools to consumers, lenders, advisors and institutions seeking to better manage cash and liabilities. 


We began as financial advisors, and found that most clients misunderstood how their cash and borrowing liabilities supported or impeded their ability to save.  When we looked beyond assets, and incorporated both the assets and the liabilities of the client into their overall financial goals, we greatly differentiated ourselves from others while greatly increased the ability for our clients to build wealth.

The house is the greatest single asset and liability for most Americans, and a key focus for our unique educational process.


Contact Us


Please spend some time here on our site.  We've arranged content by the primary areas we serve - Consumers  | LendersAdvisors  | Institutions.  The majority of our work is custom development based on our foundation of content, training and tools.  We look forward to assisting you with your goals regardless of their size. 

Feel free to contact us for more information.

Main Offices:
KendallTodd, Inc.
2507 Falls Drive
Suite HO
Chapel Hill, NC  27514

Email:

Phone:
704-271-1285 - Charlotte office
919-309-9078 - Chapel Hill office