Holly Donaldson Financial Planning, LLC
Fee-Only Financial Planning
Estate planning as a graduation present?!?? Attorney Linda Chamberlain is our featured blogger this week, with a wise reminder on the best gift for graduates. Learn why 18+ year olds need certain legal documents in place. Thanks, Linda!
The Best Gift for the Graduate
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
Hope your July 4 celebration is safe, happy, and shared with loved ones.
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