Have you got a Notebook of important papers and data? At the end of January, tax notices start arriving in the mail. Many take this opportunity to pull together scattered pieces of their financial …
Holly Donaldson Financial Planning, LLC
Fee-Only Financial Planning
organized finances
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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
Some Older Americans Face Shrinking Nest Eggs As They Care For Loved Ones During Pandemic https://t.co/vdAhvI7Fvc
Retirement Saving – Decisions by Age Decade https://t.co/zUY5dHvsKK
