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Holly Donaldson Financial Planning, LLC

Fee-Only Financial Planning

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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.

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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

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Darla Mercado, CFP® 🇵🇷🇵🇪@Darla_Mercado·

September 18, 2020

Shopping for health insurance? Beware that plan you’re buying might fall short https://t.co/mGt7RZRrZO h/t @CarolynMcC @KFF

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Holly P. Donaldson @hollypdonaldson·

September 18, 2020

Talking through your benefits elections with your financial professional or accountant is a good idea at enrollment time. (Holly’s complimentary consultation scheduler is located here: https: https://t.co/3bymDUNQOI.)

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Holly Donaldson, CFP®

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