Welcome. We offer fee-only, advice-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.
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.