At some point in my 30s, I went shopping for an interior designer. I narrowed a list of referrals down to three I wanted to interview. The first one invited me to her office and showed me a photo …
Holly Donaldson Financial Planning, LLC
Fee-Only Financial Planning
financial professional; financial advisor; choosing professional; behavioral finance; behavioral economics
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Holly P. Donaldson, CFP®
Meetings currently available by videoconference (GoToMeeting) only
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 are currently provided remotely using video and screen-sharing.
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
