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 Covid-19 pandemic has had a harsh impact on the personal finances of many individuals and families. Join the #MSW2021 webinar April 15 @ 1:00 p.m. CT to learn tips for managing money in a time of crisis. Register: https://t.co/qODPtVrMMC
Identity theft and tax scams have increased during the Covid-19 pandemic. Join the #MSW2021 webinar on 4/14 @ 1:00 p.m. CT to learn how to recognize signs that your identity has been stolen for tax-related schemes. Register: https://t.co/y1gOLZwRx6