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Holly Donaldson Financial Planning, LLC

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Filed Under: Fee-Only Financial Planner, Psychology of Money Leave a Comment

How Selling Stock Helped Bring Down A Government: ESG Investing

The simple act of selling stock is not often thought of as affecting government, but in the case of apartheid-era South Africa, it helped to bring an end to it. The apartheid case is one of the …

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January 18, 2021 By Holly Donaldson, CFP®

Filed Under: Fee-Only Financial Planner, Psychology of Money Leave a Comment

Couples: Who Does The Money Chores?

Who does the money chores at your house? For many healthy couples chores in general get divided. One does the yard. One does the laundry. One got the kids ready for school. The other picked them up. …

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January 11, 2021 By Holly Donaldson, CFP®

Filed Under: Fee-Only Financial Planner, Psychology of Money Leave a Comment

New Year, New Notebook?

Have you got a Notebook, paper or digital, of important documents, contacts, and data? At the end of January, tax notices start arriving in the mail. Many take this opportunity to pull together …

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January 4, 2021 By Holly Donaldson, CFP®

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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

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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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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

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hollypdonaldsonHolly P. Donaldson@hollypdonaldson·
March 5, 2021

Nearly everyone will have a time in our lives when our brains get discombobulated - divorce, death, job loss, new baby, relocating, and/or retirement. When we mess up, it's important to let our minds rest, go easy on ourselves, and be strong enough to ask for help.

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hollypdonaldsonHolly P. Donaldson@hollypdonaldson·
March 3, 2021

Thank you @ronlieber for this gift to the clients, patients, and advisors who need to hear it. Dad, a Death Sentence and the Planner Who Set Us Straight https://t.co/t0fpTc8hEj

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