Holly Donaldson Financial Planning, LLC
Financial Services - Saint Petersburg, Florida, United States
Holly Donaldson Financial Planning, LLC Employees
Holly Donaldson Financial Planning, LLC Details
Holly P. Donaldson is a behavioral economist and fee-only Certified Financial Planner™ who doesn't touch her clients' money. Holly focuses on the internal factors that drive decision-making about money, in addition to the hard numbers and stats that influence financial advice. This comprehensive approach to behavioral finance solutions, financial lifestyle arrangements, and retirement planning leads to a more balanced and rewarding relationship with money. All advice is given free of commissions, with no conflict-driven product recommendations. Her only compensation comes from her clients on either an hourly or fixed-fee basis. All advice is given according to the highest fiduciary standard, putting clients' best interests above all else.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.
Holly Donaldson Financial Planning, LLC Technologies
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