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Holly Donaldson Financial Planning, LLC

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Filed Under: Uncategorized Tagged With: Ethical dentists, napfa4 Comments

The National Association of Really Ethical Dentists?

I am a behavioral economist. That means I study how monetary incentives drive decision making and behavior. Until I changed dentists about three years ago (due to a move), the dentist usually spent …

[Read more...] about The National Association of Really Ethical Dentists?

October 17, 2012 By Holly P. Donaldson, CFP®

Filed Under: Credit Card Points, Financial Planning, Lifestyle Planning, Money and Mind Games, Personal Finance, Points and Miles Tagged With: accountability, budgeting, money personality, spending planLeave a Comment

Budgeting Lessons from an 18-Year-Old?

Recently we had the good fortune to travel overseas with our 18-year-old niece.  (See more at travel blog http://hollysholidays.wordpress.com).  Aside from being totally cool hanging out with her …

[Read more...] about Budgeting Lessons from an 18-Year-Old?

August 24, 2012 By Holly P. Donaldson, CFP®

Filed Under: Behavioral Economics, Behavioral Finance, Family Finances, Financial Planning, Happiness Economics, Investing, Lifestyle Planning, Money and Mind Games, Personal Finance Tagged With: behavioral economics, behavioral finance, financial decisions, financial workshops, money attitudes, money habits, relationship with money3 Comments

The Painting Gene

I did not get a painting gene.  By painting, I do not mean the artistic kind, requiring creative talent and the ability to synthesize the world as you see it into a one-of-a-kind colorful expression. …

[Read more...] about The Painting Gene

July 15, 2012 By Holly P. 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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