We do not touch our clients’ money but help them strategize and integrate aspects of their personal finances. We sell no products other than our expertise, experience and creativity in helping our clients reach their goals.
These are important concerns, worthy of serious answers. With over 25 years in financial services, as well as an M.B.A., a Masters in Economics and a Certified Financial Planner™ certification, Holly Donaldson built a practice by providing clients with sophisticated planning spelled out in simple language. As a fee-only, fiduciary-based financial planning practice, Holly Donaldson Financial Planning, LLC receives no referral fees or commissions from third parties.
“There’s more than one way to skin a cat,” my father used to say. Over more than 25 years in financial services, I’ve learned there’s more than one helpful way to provide financial advice. The way that works for one person might not work for the next. For me, a project-based, as-needed approach to financial planning keeps me focused on what I know best. Not everyone needs a financial chauffeur in their lives. Some only want a navigator.
“As I always tell my clients: there are no right or wrong money decisions; there are only money decisions which are right or wrong for you. Holly's book is an excellent guide and tool to help you get clear about what is most meaningful and right for you.”
Receive timely info and tax tips mixed with humor and fun through the award-winning monthly letter, “The View From the Porch.”
I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We’ll chat about your needs, your goals, and what steps are right for you.