Do I get my own dashboard or access to my plan online?

(813)781-8040 | holly@hollydonaldson.com

If you engage in a full retirement plan, you will have your own access to your plan and dashboard.

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Holly's Book

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®

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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.