Congratulations! You finished the questionnaire! Give yourself a big pat on the back. You will get confirmation via Client 1’s email shortly.
You Did It!
Sign up to stay in touch
Receive timely info and tax tips mixed with humor and fun through the award-winning monthly letter, “The View From the Porch.”
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.
Contact Information
- Phone: (813)781-8040
- Email: holly@hollydonaldson.com
- Virtual By Appointment, Seminole, FL 33775
Copyright © 2023 · Holly P. Donaldson, CFP · All Rights Reserved · Disclosure Brochure · Privacy Policy