Holly Donaldson Financial Planning, LLC
Fee-Only Financial Planning
How will you be prepared to navigate your own money decisions, and family money conversations, around the holidays? Holly Thomas will have her Tampa book signing at Inkwood Books, at the corner of Platt and Armenia, on Sunday, Dec. 8 from 7 – 8 p.m. She will discuss and share how to have healthy money conversations and make better money decisions this time of year. RSVP to inkwoodbooks@gmail.com ($5, wine and cheese served).
Meetings available in our St. Petersburg, FL office or by Zoom videoconference
813.781.8040
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.”
Jennifer Lazarus, CFP®
Lazarus Financial Planning
What’s Form 5498 and why does it arrive in May? https://t.co/b0KDfxnYUu
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