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.”
Not only were these waiting after my first post-covid trip, but @Ken_Donaldson had dinner ready, met me INSIDE the terminal AND agreed to go furniture shopping after. Whoa. After 15 months WFH together, I felt sorta like Sally Field. “You really missed me?!?”
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