Holly Donaldson Financial Planning, LLC
Fee-Only Financial Planning
Filed Under: Behavioral Economics, Behavioral Finance, Emotional Intelligence, Family Finances, Fee-Only Financial Planner, Financial Planning, Happiness Economics, Lifestyle Planning, Money and Mind Games, Personal Finance, Psychology of Money Tagged With: CFP, consumerism, fee-only financial planner, Halloween Scrooge, holiday spending, Holly P. ThomasLeave a Comment
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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
Thank you @ronlieber for this gift to the clients, patients, and advisors who need to hear it. Dad, a Death Sentence and the Planner Who Set Us Straight https://t.co/t0fpTc8hEj
WE ARE TEMPORARILY WORKING REMOTELY
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