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Holly Donaldson Financial Planning, LLC

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Filed Under: Behavioral Economics, Behavioral Finance, Happiness Economics, Money and Mind Games, Personal Finance Tagged With: behavioral economics, Dr. Robert Biswas-Diener, happiness economics, relationship with moneyLeave a Comment

Does Happiness Buy Money?

"Building wealth is important for your happiness, but focusing on it is not."   So spoke Dr. Robert Biswas-Diener, the "Indiana Jones of positive psychology" at a recent financial conference.   A …

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May 28, 2012 By Holly P. Donaldson, CFP®

Filed Under: Behavioral Economics, Behavioral Finance, Happiness Economics, Lifestyle Planning, Money and Mind Games, Personal Finance Tagged With: Money messagesLeave a Comment

Are old money messages piloting your kayak?

One of my findings from some recent workshop participants was that many of us grow up with the same "money messages." Money messages can be either implied or direct. They can range from "Money …

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May 9, 2012 By Holly P. Donaldson, CFP®

Filed Under: Behavioral Economics, Behavioral Finance, Economics, Family Finances, Fee-Only Financial Planner, Lifestyle Planning, personal finance 2 Comments

Leaning Down the Fall Line

Altering our natural behavior can be difficult but rewarding.  In some cases, it can be vital.  I am reminded of this every time I go snow skiing.  When I stand at the top and look down the slope, my …

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March 28, 2012 By Holly P. Donaldson, CFP®

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Holly P. Donaldson, CFP®

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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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“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.”

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Lazarus Financial Planning

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