| Holly Donaldson Financial Planning, LLC

Skip to main content
Skip to primary sidebar
Skip to footer

Holly Donaldson Financial Planning, LLC

Fee-Only Financial Planning

Planning
About
Blog/Vlog
Resources
Contact

Primary Sidebar

Before Footer

Sign Up to Stay In Touch!

First Name *

Last Name *

Email *

Select list(s) to subscribe toBeyond the Bottom Line: Money and Choices

Example: Yes, I would like to receive emails from Holly Donaldson Financial Planning, LLC. (You can unsubscribe anytime)

Constant Contact Use.

_{By submitting this form, you are consenting to receive marketing emails from: Porchview Publishing LLC, P.O. Box 4654, Seminole, FL, 33775, http://www.hollypdonaldson.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact}

Footer

Holly P. Donaldson, CFP®

Meetings available in our St. Petersburg, FL office or by Zoom videoconference
813.781.8040

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.

SCHEDULE A CALL

Purchase 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®
Lazarus Financial Planning

BUY NOW

Holly’s Latest Tweets

Holly P. DonaldsonFollow

Holly P. Donaldson @hollypdonaldson·

March 8, 2021

Retirement Readiness Brain Teaser https://t.co/d5mbjW5s2Z

Reply on Twitter 1368961290216030208 Retweet on Twitter 1368961290216030208 Like on Twitter 1368961290216030208 Twitter 1368961290216030208

Retweet on Twitter Holly P. Donaldson Retweeted

Alateen_WSO @Alateen_WSO·

March 8, 2021

Wondering if you've been affected someone’s #alcoholism? Answer some questions to find out:

https://t.co/ASRBkXb6VH

#Alateen #AlAnon #FamilyDisease #FamilyRecovery #teensupport #COA #addiction #alcoholicparent #betterchoices #grateful #positivechange

Reply on Twitter 1368716895361335296 Retweet on Twitter 13687168953613352961 Like on Twitter 13687168953613352962 Twitter 1368716895361335296

LOAD MORE TWEETS

Holly Donaldson, CFP®

Cognito.load("forms", { id: "2" });