Holly Donaldson Financial Planning, LLC

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.