Grief is one of the unfortunate common byproducts of a pandemic. A friend in her 30s is grieving a recent loss. She says she is very tired. Maybe she can't sleep, and maybe it's because she has two …
Holly Donaldson Financial Planning, LLC
Fee-Only Financial Planning
#grief
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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.
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
Holly’s Latest Tweets
June is not too soon to consult with someone on ways to minimize taxes this year. Make an appointment with your CPA while their schedules are light, or schedule a call with us to talk more. https://t.co/Wevg5gFYox
