The Best Gift For Graduates

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

Post published:April 21, 2020
Post author:Holly Donaldson
Post category:Fee-Only Financial Planner / Psychology of Money

When you turn 18 years of age in the United States you become a legal adult. “What this means to each of us is the only individuals that can make financial or health care decisions for us are the individuals we legally appoint. Mommy and Daddy are no longer the legal guardians.” Attorney Linda Chamberlain with a wise reminder on why 18+ year olds need certain legal documents in place.

The Best Gift for the Graduate

Holly Donaldson

Holly Donaldson, CFP® has an advice-only, fee-only financial planning practice for those seeking help making good pre-retirement decisions. She is the author of The Mindful Money Mentality: How to Find Balance in Your Financial Future (Porchview Publishing, 2013) and publisher of the award-winning monthly e-letter, "The View From the Porch." With a fully virtual practice in Seminole, Florida, she primarily serves clients located in the Tampa, St. Petersburg, and Clearwater areas. Holly will also work with clients who are a good fit located elsewhere in the United States.

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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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.