Holly Donaldson Financial Planning, LLC
St Petersburg, United States (US) · Finance and Banking
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#behavioral economist
#financial advisor
#author
#certified financial planner
#retirement readiness
#tax planning
Holly Donaldson Financial Planning, LLC is a St Petersburg, Florida-based financial advisor specializing in retirement planning for individuals seeking advice-only guidance.We help retirees navigate critical financial decisions, such as determining comfortable spending habits in retirement, optimizing income strategies, and identifying potential tax savings.Holly Donaldson, a Certified Financial Planner®, provides personalized, hourly-based advice, prioritizing the client’s best interests as a fiduciary.
Overview
We help retirees navigate critical financial decisions, such as determining comfortable spending habits in retirement, optimizing income strategies, and identifying potential tax savings.
Holly Donaldson, a Certified Financial Planner®, provides personalized, hourly-based advice, prioritizing the client’s best interests as a fiduciary. Her approach combines behavioral economics principles with traditional financial planning, fostering a more balanced and enjoyable relationship with money.
Holly’s expertise, combined with her book, *The Mindful Money Mentality*, offers a unique perspective on financial decision-making, empowering clients to achieve their retirement goals with confidence.
Contact Details
St Petersburg, United States (US), 970 Lake Carillon Dr
Founded
2006
Company Type
Public Limited Company
Employees
2-10
Categories
Keywords
#behavioral economist
#financial advisor
#author
#certified financial planner
#retirement readiness
#tax planning
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