Welcome. As a fully virtual financial planning practice in Seminole, Florida, we primarily serve clients located in the Tampa, St. Petersburg, and Clearwater area. We also work with clients throughout the United States seeking advice-only help.

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.

What's On Our Clients' Minds

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 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.


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 are currently provided remotely using video and screen-sharing.

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.”


Schedule a Consultation with us