Holly Donaldson Financial Planning, LLC
Fee-Only Financial Planning
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.
Meetings available in our St. Petersburg, FL office or by Zoom videoconference
813.781.8040
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.”
Jennifer Lazarus, CFP®
Lazarus Financial Planning
At the pandemic holidays, we can suspend math rules for cookie fragments and stocking stuffers. Having one more won’t count.
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