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Holly Donaldson Financial Planning, LLC

Fee-Only Financial Planning

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Main Content

Welcome. We offer fee-only, hourly, and fixed-fee financial planning for Tampa, St. Petersburg, Clearwater and surrounding areas. We do not touch our clients’ money but help them strategize and integrate business and personal finances. We sell no products other than our expertise, experience and creativity in helping our clients reach their goals.

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How May We Help You?

Our clients often come to us with very important concerns on their mind.  For example:

"What if I outlive my money?"

"How do I know how much is enough for me and my family?"

"It feels as though my financial life has been put together piecemeal."

"I thought I was getting a relationship with a financial professional, but all I got was a transaction."

"I'm going through a tough life transition and keep getting stuck."

"I'm not sure my financial professional really understands my goals - or what I'm all about."

"How can I tell, exactly, what I'm paying to have my finances managed?"

These are important concerns, worthy of serious answers. With over 30 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 and access to proven professional teams. As a fee-only, fiduciary-based financial planning practice, Holly Donaldson Financial Planning, LLC receives no referral fees or commissions from third parties.

About Holly

Looking for credentials? About Us - In a recent newsletter, I talked about the fact that I had a piggy bank when I was growing up. I dutifully kept my quarters and JFK half-dollars in it. When I asked my parents for something that they thought I should pay for, they would say, "Holly, if you want that, you …

[Read More...] about About Us

Planning

Here are some of the many ways in which financial planning supports the efforts of our clients to achieve their goals - and have the freedom of making the choices that are right for them: First question: Where are you now? First, we begin by pulling together all the financial pieces of an individual's life - or …

[Read More...] about Financial Planning

Latest Blog Post

How is saving for retirement affected in each age decade? Shortly after the 2008 financial crisis, I saved a Money magazine article on the topic of 401K investing, curious to see if I would change their advice two to three years later. Now it’s over 10 years later, and most of that advice is …

[Read More...] about Retirement Saving – Decisions by Age Decade

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Holly P. Donaldson, CFP®

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Meetings available in our St. Petersburg, FL office or by Zoom videoconference
813.781.8040

TALK TO HOLLY

 

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. Financial planning services can be provided in our offices or remotely using Zoom video and screen-sharing.

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Purchase Holly’s Book

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Even people who are "good with money" can have trouble making money decisions.

“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.”

Jennifer Lazarus, CFP®
Lazarus Financial Planning

BUY NOW

 

 

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January 25, 2021

Some Older Americans Face Shrinking Nest Eggs As They Care For Loved Ones During Pandemic https://t.co/vdAhvI7Fvc

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Retirement Saving – Decisions by Age Decade https://t.co/zUY5dHvsKK

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