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.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 970 Lake Carillon Dr, St Petersburg,florida 33716,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Behavioral Economist, Financial Advisor, Author, Certified Financial Planner, Retirement Readiness, Tax Planning.
- HQ
- St Petersburg, Florida
- Competitors
- Resource Consulting Group, GERLOFTIN Wealth Advisors, LLC, FPA of Central Florida, The Samuel Proctor Oral History Program, University of Florida, AGIS Network, PRIMORIS Wealth Advisors, LLC, Advus Financial Partners, LLC, AllGen Financial Advisors, Together Planning, New Planner Recruiting, LLC.
Holly Donaldson Financial Planning, Llc Questions
Holly Donaldson Financial Planning, Llc's website is http://hollydonaldsonfinancialplanner.com
Holly Donaldson Financial Planning, Llc's LinkedIn profile is https://www.linkedin.com/company/holly-donaldson
Holly Donaldson Financial Planning, Llc has
3 employees.
View email and phone details for 3
employees at Holly Donaldson Financial Planning, Llc.
Holly Donaldson Financial Planning, Llc's industry is
Financial Services
Holly Donaldson Financial Planning, Llc's top competitors are
Resource Consulting Group,
Gerloftin Wealth Advisors, Llc,
Fpa Of Central Florida,
The Samuel Proctor Oral History Program, University Of Florida,
Agis Network,
Primoris Wealth Advisors, Llc,
Advus Financial Partners, Llc,
Allgen Financial Advisors,
Together Planning,
New Planner Recruiting, Llc.
Holly Donaldson Financial Planning, Llc's categories are Financial Services
Holly Donaldson Financial Planning, Llc's founding year is 2006
