When we see change coming, how do we resist the urge to do something rather than nothing? And how do advisors help clients with that same urge? Talking fixed income in a rising rate environment here: https://bit.ly/2Ndgj9T
Meetings available in our St. Petersburg, FL office or by Zoom videoconference
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 can be provided in our offices or remotely using Zoom 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.”
The Pinellas County data paints a clear picture. Young adults, now is not the time for big outings with friends, or visits to mom and dad or grandma and grandpa. Hopefully soon we begin to see the results of mask mandates, bar closures, and distancing. We want you healthy.