Meetings available in our St. Petersburg, FL office or by Zoom videoconference
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
Holly P. DonaldsonFollow
#FeeOnly, as-needed-basis Certified Financial Planner. Author. Behavioral finance follower. Fla native. Frequent mountain visitor.
A great way to not be sick of being stuck in your less than ideal home is to spend some time in the hospital. Then your dumb home seems like paradise.
"Did you know that following @ronlieber on Twitter (or reading his @nytimes articles) could save you up to15% on your car insurance?" https://t.co/GYgWdxGFqb
This morning @Allstate & @amfam announced automatic auto insurance premium reductions for most/all customers. I just went to the other top 8 companies to ask if they're matching and gave them 2 hours to reply. Story coming after that on who does what. Let me know what you know... https://t.co/BCImSrApNb
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