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 …
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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.
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
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 …
Latest Blog Post
Hold the calls. You may remember reporting to your accountant (or TurboTax) that you made some contributions to these accounts. Perhaps you made them last year, or perhaps you made them before the April 15 deadline (which has been extended to May 17 for 2021) and had them “count” for 2020. What's …
[Read More...] about What’s Form 5498 and why does it arrive in May?
