Holly Donaldson Financial Planning, LLC

Holly P. Donaldson is a Certified Financial Planner™ who doesn't touch clients' money. She guides retirees to making money decisions at critical points in their lives. Services offered as-needed without commissions or ongoing commitments on an hourly basis. Frequent questions include: *How do I comfortably spend in retirement what I've been saving for so long? *What's the best way to take income for retirement? *What tax savings opportunities might I be missing? *What questions should I be asking an estate planning attorney? *Am I paying too much to have my money managed? *Is it possible that I have enough to retire early? *How do I not mess up all the decisions that come with not having to work anymore? Throughout her practice and in her book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, Holly focuses on internal factors that drive financial decision-making as well as the hard numbers. As a result, clients and readers report having a more balanced and enjoyable relationship with money. As a fiduciary at all times, advice is always given with the client's best interests in mind. Compensation comes from clients on either an hourly or flat-fee basis. For current fees and rates, see the link to FAQs. Holly earned a B.A. in economics from Davidson College (1986), and two graduate degrees from the University of South Florida: an MBA in finance and MIS (1998) and a Master of Arts in economics (2007). Holly has been a Certified Financial Planner™ practitioner since 2004.